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.
Melbourne, FL | Torrance, CA | ||
|---|---|---|---|
| Assets under management | $19.1M | $20.1M | $20.1M |
| Asset growth, last 2 years | – | – | −73% |
| Advisory staff | 2 | 1 | 7 |
| Individual clients | 70 | 26 | 29 |
| Assets per client | $273K | $772K | $692K |
| Clients per advisor | 35 | 26 | 4 |
| Main custodian | – | – | SEI |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Feb 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: Valuengine Capital Management LLC: none listed · Dividends & More: none listed · Legacy Financial Group: SEI, Pershing