Malvern, PA | Raleigh, NC | Ashburn, VA | |
|---|---|---|---|
| Assets under management | $152.5M | $160.2M | $160.1M |
| Asset growth, last 2 years | +28% | −35% | +51% |
| Advisory staff | 1 | 5 | 2 |
| Individual clients | 100 | 148 | 100 |
| Assets per client | $1.5M | $1.1M | $1.6M |
| Clients per advisor | 100 | 30 | 50 |
| Main custodian | Schwab | SEI | Schwab |
| Filing with the SEC since | 2021 | 2023 | 2021 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 5 | 2 |
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.