Melbourne, FL | Miami, FL | ||
|---|---|---|---|
| Assets under management | $19.1M | $20.1M | $18M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 70 | 26 | 36 |
| Assets per client | $273K | $772K | $500K |
| Clients per advisor | 35 | 26 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Jan 2025). 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.