Fullerton, CA | San Francisco, CA | Potomac Falls, VA | |
|---|---|---|---|
| Assets under management | $8.9M | $9.4M | $8.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 29 | 2 | 30 |
| Assets per client | $308K | $4.7M | $282K |
| Clients per advisor | 29 | 2 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, May 2026, Mar 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.