Largo, FL | Sarasota, FL | ||
|---|---|---|---|
| Assets under management | $14M | $14.8M | $14.8M |
| Asset growth, last 2 years | −59% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 76 | 47 | 100 |
| Assets per client | $185K | $315K | $148K |
| Clients per advisor | 76 | 47 | 100 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (May 2026, Mar 2026, Sep 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.