Saint Louis, MO | Fort Worth, TX | Harmony, PA | |
|---|---|---|---|
| Assets under management | $987.8M | $1.04B | $1.04B |
| Asset growth, last 2 years | +30% | +18% | +24% |
| Advisory staff | 6 | 6 | 9 |
| Individual clients | 471 | 411 | 495 |
| Assets per client | $2.1M | $2.5M | $2.1M |
| Clients per advisor | 79 | 69 | 55 |
| Main custodian | U.S. Bank | Matrix Trust | RBC |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 5 | 8 | 9 |
From each firm's latest Form ADV (Mar 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.