Santa Barbara, CA | Westlake Village, CA | Roseville, CA | |
|---|---|---|---|
| Assets under management | $70.2M | $74.1M | $66.6M |
| Asset growth, last 2 years | −5% | – | – |
| Advisory staff | 3 | 2 | 2 |
| Individual clients | 44 | 13 | 108 |
| Assets per client | $1.6M | $5.7M | $616K |
| Clients per advisor | 15 | 7 | 54 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2013 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
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.