Jacksonville, FL | Miami, FL | Cincinnati, OH | |
|---|---|---|---|
| Assets under management | $108.8M | $115M | $114.4M |
| Asset growth, last 2 years | −30% | – | +23% |
| Advisory staff | 1 | 6 | 1 |
| Individual clients | 620 | 69 | 173 |
| Assets per client | $176K | $1.7M | $661K |
| Clients per advisor | 620 | 12 | 173 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2018 | 2019 | 2012 or earlier |
| Tools in their stack | 1 | 1 | 1 |
| People on Advicer.bio | 1 | 8 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.