Mountain Brook, AL | Broomfield, CO | ||
|---|---|---|---|
| Assets under management | $22.9M | $24.1M | $21.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 27 | 4 | 104 |
| Assets per client | $849K | $6M | $209K |
| Clients per advisor | 27 | 4 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
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.