Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Bellingham, WA | Spokane, WA | Encino, CA | |
|---|---|---|---|
| Assets under management | $252.4M | $268.4M | $239.8M |
| Asset growth, last 2 years | +65% | −24% | +45% |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 146 | 1,453 | 67 |
| Assets per client | $1.7M | $185K | $3.6M |
| Clients per advisor | 49 | 1,453 | 34 |
| Main custodian | Schwab | LPL Financial | LPL Financial |
| Filing with the SEC since | 2012 or earlier | 2021 | 2021 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jan 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Waycross Investment Management Co: Schwab · Jmk & Associates, LLC: LPL Financial · Marest Capital, LLC: LPL Financial