Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Chicago, IL | Chicago, IL | Sarasota, FL | |
|---|---|---|---|
| Assets under management | $514.8M | $543.2M | $540.8M |
| Asset growth, last 2 years | – | +59% | +17% |
| Advisory staff | 3 | 2 | 5 |
| Individual clients | 55 | 96 | 136 |
| Assets per client | $9.4M | $5.7M | $4M |
| Clients per advisor | 18 | 48 | 27 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2024 | 2012 or earlier | 2018 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 2 | 5 |
From each firm's latest Form ADV (May 2026, Mar 2026, Apr 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Taiko Private Wealth: Schwab · Fountainhead Financial, LLC: Schwab · Compound Family Offices, LLC: Schwab