Cary, NC | Lakeland, FL | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $66.6M | $70M | $70M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 48 | 152 | 42 |
| Assets per client | $1.4M | $461K | $1.7M |
| Clients per advisor | 24 | 76 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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.