Buford, GA | Cardiff-By-The-Sea, CA | Idaho Falls, ID | |
|---|---|---|---|
| Assets under management | $95M | $99.8M | $90.2M |
| Asset growth, last 2 years | – | – | +24% |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 142 | 231 | 446 |
| Assets per client | $669K | $432K | $202K |
| Clients per advisor | 71 | 231 | 223 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | 3 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (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.