Crown Point, IN | Fayetteville, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $82.1M | $86.2M | $86.2M |
| Asset growth, last 2 years | – | +11% | +68% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 53 | 222 | 64 |
| Assets per client | $1.5M | $388K | $1.3M |
| Clients per advisor | 27 | 222 | 64 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | – | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 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.