Lake Mary, FL | Chardon, OH | Lakeland, FL | |
|---|---|---|---|
| Assets under management | $33.5M | $35.2M | $31.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 58 | 41 | 57 |
| Assets per client | $578K | $859K | $557K |
| Clients per advisor | 29 | 21 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Feb 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.