Mentor, OH | Hudson, OH | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $41.7M | $43.8M | $39.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 127 | 59 | 16 |
| Assets per client | $328K | $743K | $2.5M |
| Clients per advisor | 127 | 59 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jul 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.