Peachtree City, GA | Atlanta, GA | Charlotte, NC | |
|---|---|---|---|
| Assets under management | $9.3M | $9.8M | $8.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 18 | 62 | 12 |
| Assets per client | $516K | $158K | $735K |
| Clients per advisor | 18 | 62 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 2025, 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.