Huntington, WV | New York, NY | ||
|---|---|---|---|
| Assets under management | $54K | $58K | $50K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 0 | 0 |
| Individual clients | 0 | 9 | – |
| Assets per client | – | $6K | – |
| Clients per advisor | – | – | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Aug 2026, Jul 2026, Mar 2021). 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.