Arlington Heights, IL | Valley City, OH | ||
|---|---|---|---|
| Assets under management | $12.6M | $13.2M | $13.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 16 | 14 | 251 |
| Assets per client | $788K | $946K | $53K |
| Clients per advisor | 16 | 14 | 84 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Apr 2026, Jun 2026, May 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.