Jupiter, FL | Boca Raton, FL | Rochester, NY | |
|---|---|---|---|
| Assets under management | $111.1M | $118M | $116.6M |
| Asset growth, last 2 years | +46% | +162% | −13% |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 61 | 97 | 112 |
| Assets per client | $1.8M | $1.2M | $1M |
| Clients per advisor | 61 | 32 | 28 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2021 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 3 | – |
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.