St. Louis, MO | Coral Gables, FL | ||
|---|---|---|---|
| Assets under management | $106.4M | $111.9M | $101.1M |
| Asset growth, last 2 years | – | +13% | – |
| Advisory staff | 1 | 7 | 3 |
| Individual clients | 92 | 766 | 30 |
| Assets per client | $1.2M | $146K | $3.4M |
| Clients per advisor | 92 | 109 | 10 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2022 | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 7 | 3 |
From each firm's latest Form ADV (Jul 2026, Aug 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.