Watkinsville, GA | Oakland, CA | ||
|---|---|---|---|
| Assets under management | $143.6M | $150.8M | $136.4M |
| Asset growth, last 2 years | +20% | −28% | −76% |
| Advisory staff | 1 | 4 | 5 |
| Individual clients | 30 | 330 | 45 |
| Assets per client | $4.8M | $457K | $3M |
| Clients per advisor | 30 | 83 | 9 |
| Main custodian | Banco Santander Intl | Schwab | Schwab |
| Filing with the SEC since | 2013 | 2015 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 6 | 4 |
From each firm's latest Form ADV (May 2026, Sep 2026, Aug 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.