Sarasota, FL | La Jolla, CA | ||
|---|---|---|---|
| Assets under management | $82.3M | $86.5M | $86.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 4 |
| Individual clients | 131 | 43 | 44 |
| Assets per client | $628K | $2M | $2M |
| Clients per advisor | 66 | 43 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Sep 2026, Mar 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.