Statesville, NC | Raleigh, NC | Fort Worth, TX | |
|---|---|---|---|
| Assets under management | $44.4M | $46.7M | $42.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 103 | 51 | 211 |
| Assets per client | $431K | $917K | $200K |
| Clients per advisor | 103 | 51 | 211 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 2025). 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.