Ocala, FL | St. Petersburg, FL | Newport News, VA | |
|---|---|---|---|
| Assets under management | $5M | $5.3M | $4.7M |
| Asset growth, last 2 years | – | – | −92% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 54 | 8 | 11 |
| Assets per client | $92K | $663K | $430K |
| Clients per advisor | 54 | 8 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Oct 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.