Columbus, OH | Green, OH | Anaheim, CA | |
|---|---|---|---|
| Assets under management | $60M | $63.4M | $56.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 7 | 1 | 2 |
| Individual clients | 560 | 102 | 74 |
| Assets per client | $107K | $622K | $769K |
| Clients per advisor | 80 | 102 | 37 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 7 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.