Lexington, KY | Harrisburg, PA | ||
|---|---|---|---|
| Assets under management | $42.9M | $45M | $45M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 83 | 178 | 14 |
| Assets per client | $516K | $253K | $3.2M |
| Clients per advisor | 42 | 178 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 2 | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Jun 2026, Aug 2026, Jan 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.