Lynchburg, VA | Fairfax, VA | ||
|---|---|---|---|
| Assets under management | $52.4M | $55.1M | $55M |
| Asset growth, last 2 years | +18% | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 92 | 261 | 53 |
| Assets per client | $570K | $211K | $1M |
| Clients per advisor | 92 | 131 | 53 |
| Main custodian | Pershing | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Apr 2026, Feb 2026, Jul 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.