Eugene, OR | Palo Alto, CA | Fairhope, AL | |
|---|---|---|---|
| Assets under management | $59.8M | $62.9M | $62.8M |
| Asset growth, last 2 years | +498% | – | +138% |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 185 | 27 | 46 |
| Assets per client | $323K | $2.3M | $1.4M |
| Clients per advisor | 62 | 27 | 46 |
| Main custodian | American Funds Distributors, Inc. | – | – |
| Filing with the SEC since | 2018 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Mar 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.