Lake St. Louis, MO | Orange, CA | ||
|---|---|---|---|
| Assets under management | $60.1M | $63.1M | $57M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 203 | 124 | 26 |
| Assets per client | $296K | $509K | $2.2M |
| Clients per advisor | 203 | 62 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, May 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.