Birmingham, AL | Tucson, AZ | ||
|---|---|---|---|
| Assets under management | $14.2M | $14.9M | $14.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 2 |
| Individual clients | 15 | 43 | 123 |
| Assets per client | $947K | $347K | $121K |
| Clients per advisor | – | 43 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, 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.