San Luis Obispo, CA | Diamond Bar, CA | ||
|---|---|---|---|
| Assets under management | $20.3M | $21.4M | $19.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 73 | 36 | 8 |
| Assets per client | $278K | $595K | $2.4M |
| Clients per advisor | 73 | 36 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, May 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.