San Diego, CA | Modesto, CA | Bucyrus, OH | |
|---|---|---|---|
| Assets under management | $316M | $332.4M | $300.2M |
| Asset growth, last 2 years | +33% | +50% | +49% |
| Advisory staff | 4 | 2 | 3 |
| Individual clients | 181 | 988 | 927 |
| Assets per client | $1.7M | $336K | $324K |
| Clients per advisor | 45 | 494 | 309 |
| Main custodian | Shareholders Service Group, LLC | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2012 or earlier |
| Tools in their stack | 6 | – | – |
| People on Advicer.bio | 5 | 3 | 3 |
From each firm's latest Form ADV (Jun 2026, 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.