Cumming, GA | Atlanta, GA | Danville, CA | |
|---|---|---|---|
| Assets under management | $421.7M | $444M | $443.2M |
| Asset growth, last 2 years | +75% | +106% | – |
| Advisory staff | 4 | 3 | 3 |
| Individual clients | 820 | 163 | 121 |
| Assets per client | $514K | $2.7M | $3.7M |
| Clients per advisor | 205 | 54 | 40 |
| Main custodian | Schwab | LPL Financial | Fidelity |
| Filing with the SEC since | 2019 | 2021 | 2023 |
| Tools in their stack | 4 | 4 | 1 |
| People on Advicer.bio | 4 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.