Goleta, CA | Sacramento, CA | ||
|---|---|---|---|
| Assets under management | $78M | $82M | $82M |
| Asset growth, last 2 years | – | +64% | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 89 | 28 | 115 |
| Assets per client | $876K | $2.9M | $713K |
| Clients per advisor | 45 | 14 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, 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.