St. Peter, MN | Jackson, WY | ||
|---|---|---|---|
| Assets under management | $37.6M | $39.5M | $35.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 242 | 121 | 32 |
| Assets per client | $155K | $326K | $1.1M |
| Clients per advisor | 121 | 121 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (May 2025, Feb 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.