Woodmere, OH | Lake Bluff, IL | Fishers, IN | |
|---|---|---|---|
| Assets under management | $93.5M | $98.3M | $88.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 119 | 189 | 130 |
| Assets per client | $786K | $520K | $683K |
| Clients per advisor | 119 | 63 | 130 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (Mar 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.