Lake Oswego, OR | Hillsboro, OR | High Point, NC | |
|---|---|---|---|
| Assets under management | $144.7M | $152.2M | $152M |
| Asset growth, last 2 years | +52% | −31% | −39% |
| Advisory staff | 2 | 2 | 6 |
| Individual clients | 203 | 271 | 572 |
| Assets per client | $713K | $562K | $266K |
| Clients per advisor | 102 | 136 | 95 |
| Main custodian | Pershing | SEI | Fidelity |
| Filing with the SEC since | 2022 | 2021 | 2022 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Mar 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.