Centerville, OH | Aliso Viejo, CA | ||
|---|---|---|---|
| Assets under management | $364.2M | $382.7M | $382.5M |
| Asset growth, last 2 years | +65% | +56% | −64% |
| Advisory staff | 3 | 4 | 8 |
| Individual clients | 126 | 83 | 1,467 |
| Assets per client | $2.9M | $4.6M | $261K |
| Clients per advisor | 42 | 21 | 183 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2020 | 2022 | 2014 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 3 | – | – |
From each firm's latest Form ADV (Mar 2026, Dec 2023). 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.