Newport Beach, CA | San Luis Obispo, CA | Santa Clara, CA | |
|---|---|---|---|
| Assets under management | $55M | $58.1M | $57.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 55 | 96 | 2 |
| Assets per client | $1M | $605K | $28.9M |
| Clients per advisor | 55 | 96 | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 1 | 1 |
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.