Reedley, CA | Thousand Oaks, CA | Escondido, CA | |
|---|---|---|---|
| Assets under management | $69.3M | $73.4M | $65.7M |
| Asset growth, last 2 years | +122% | +78% | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 79 | 41 | 127 |
| Assets per client | $877K | $1.8M | $517K |
| Clients per advisor | 79 | 41 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Jan 2026, Mar 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.