Lima, OH | Arden Hills, MN | Mt. Pleasant, SC | |
|---|---|---|---|
| Assets under management | $474.1M | $498M | $498.1M |
| Asset growth, last 2 years | +43% | +75% | +60% |
| Advisory staff | 2 | 4 | 3 |
| Individual clients | 323 | 394 | 551 |
| Assets per client | $1.5M | $1.3M | $904K |
| Clients per advisor | 162 | 99 | 184 |
| Main custodian | Raymond James | Fidelity | Schwab |
| Filing with the SEC since | 2022 | 2018 | 2012 or earlier |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 5 | 4 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 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.