Miami, FL | Sarasota, FL | Naples, FL | |
|---|---|---|---|
| Assets under management | $28.5M | $30M | $27M |
| Asset growth, last 2 years | – | +20% | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 77 | 46 | 30 |
| Assets per client | $371K | $652K | $901K |
| Clients per advisor | 39 | 23 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Sep 2026, Jan 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.