Columbus, OH | |||
|---|---|---|---|
| Assets under management | $33.4M | $35.1M | $31.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 5 |
| Individual clients | 94 | 70 | 170 |
| Assets per client | $355K | $501K | $186K |
| Clients per advisor | 47 | 70 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (Jan 2026, Feb 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.