Vancouver, WA | Tampa, FL | Traverse City, MI | |
|---|---|---|---|
| Assets under management | $214.6M | $225.4M | $203.8M |
| Asset growth, last 2 years | +119% | +88% | +23% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 102 | 55 | 337 |
| Assets per client | $2.1M | $4.1M | $605K |
| Clients per advisor | 51 | 55 | 169 |
| Main custodian | Schwab | Schwab | Fidelity |
| Filing with the SEC since | 2021 | 2021 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Jan 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.