Buford, GA | Cardiff-By-The-Sea, CA | Woodstock, GA | |
|---|---|---|---|
| Assets under management | $95M | $99.8M | $90.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 142 | 231 | 84 |
| Assets per client | $669K | $432K | $1.1M |
| Clients per advisor | 71 | 231 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 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.