| Assets under management | $36.9M | $38.8M | $38.8M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 51 | 72 | 7 |
| Assets per client | $723K | $538K | $5.5M |
| Clients per advisor | 51 | 24 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 2 | – |
| People on Advicer.bio | 1 | 3 | 3 |
From each firm's latest Form ADV (Sep 2026, Jun 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.