Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Wichita, KS | Columbus, OH | ||
|---|---|---|---|
| Assets under management | $9.4M | $9.9M | $9.9M |
| Asset growth, last 2 years | – | −86% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 14 | 4 | 37 |
| Assets per client | $671K | $2.5M | $267K |
| Clients per advisor | 14 | 4 | 19 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2025 | 2023 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Nov 2025, Aug 2026, May 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Ujjval Investments, LLC: none listed · Access Capital, LLC: Schwab · Common Wealth Management LLC: none listed