Beachwood, OH | Cincinnati, OH | South Jordan, UT | |
|---|---|---|---|
| Assets under management | $81.3M | $85.6M | $77.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 21 | 199 | 191 |
| Assets per client | $3.9M | $430K | $404K |
| Clients per advisor | 21 | 199 | 64 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, Apr 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.