West Chester Township, OH | Columbus, OH | ||
|---|---|---|---|
| Assets under management | $136.5M | $143.6M | $143.6M |
| Asset growth, last 2 years | – | – | +23% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 203 | 170 | 40 |
| Assets per client | $672K | $845K | $3.6M |
| Clients per advisor | 102 | 85 | 40 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2024 | 2026 | 2024 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Jul 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.