Sarasota, FL | Wesley Chapel, FL | ||
|---|---|---|---|
| Assets under management | $3.8M | $4M | $4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 13 | 11 | 16 |
| Assets per client | $290K | $363K | $248K |
| Clients per advisor | 13 | 11 | 16 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Aug 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.