Hillsboro, OR | West Palm Beach, FL | ||
|---|---|---|---|
| Assets under management | $144.8M | $152.2M | $137.6M |
| Asset growth, last 2 years | −9% | −31% | – |
| Advisory staff | 3 | 2 | 4 |
| Individual clients | 59 | 271 | 392 |
| Assets per client | $2.5M | $562K | $351K |
| Clients per advisor | 20 | 136 | 98 |
| Main custodian | Schwab | SEI | – |
| Filing with the SEC since | 2012 or earlier | 2021 | 2024 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 2 | 2 | 5 |
From each firm's latest Form ADV (Mar 2026, Oct 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.