Charleston, SC | Georgetown, SC | Grand Rapids, MI | |
|---|---|---|---|
| Assets under management | $131M | $138.3M | $124.4M |
| Asset growth, last 2 years | +44% | +31% | +591% |
| Advisory staff | 3 | 3 | 6 |
| Individual clients | 181 | 395 | 263 |
| Assets per client | $724K | $350K | $473K |
| Clients per advisor | 60 | 132 | 44 |
| Main custodian | Schwab | Raymond James | – |
| Filing with the SEC since | 2012 or earlier | 2021 | 2013 |
| Tools in their stack | 2 | 3 | 2 |
| People on Advicer.bio | 3 | – | 6 |
From each firm's latest Form ADV (Jun 2026, Jul 2026, Oct 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.