Jupiter, FL | |||
|---|---|---|---|
| Assets under management | $662K | $700K | $700K |
| Asset growth, last 2 years | – | – | −13% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 4 | 9 | 14 |
| Assets per client | $166K | $78K | $50K |
| Clients per advisor | 4 | 9 | 14 |
| Main custodian | – | – | Tradestation Securities, Inc. |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 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.