Atlanta, GA | Gladstone, MO | ||
|---|---|---|---|
| Assets under management | $30M | $31.5M | $28.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 25 | 161 | 37 |
| Assets per client | $1.2M | $196K | $770K |
| Clients per advisor | 25 | 161 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Feb 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.