San Diego, CA | Elberta, AL | Vinton, VA | |
|---|---|---|---|
| Assets under management | $16.4M | $17.2M | $17.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 47 | 101 | 77 |
| Assets per client | $348K | $170K | $223K |
| Clients per advisor | 24 | 101 | 77 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, Feb 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.