Kettering, OH | Mountain Brook, AL | ||
|---|---|---|---|
| Assets under management | $179.3M | $188.4M | $188.3M |
| Asset growth, last 2 years | +21% | +43% | +50% |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 184 | 165 | 95 |
| Assets per client | $975K | $1.1M | $2M |
| Clients per advisor | 92 | 83 | 32 |
| Main custodian | Schwab | LPL Financial | Schwab |
| Filing with the SEC since | 2012 or earlier | 2015 | 2023 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 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.