Norman, OK | Ogden, UT | ||
|---|---|---|---|
| Assets under management | $14.7M | $15.4M | $14M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 157 | 91 | 94 |
| Assets per client | $94K | $170K | $148K |
| Clients per advisor | 157 | 91 | 94 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, Feb 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.