Davenport, IA | Woodbury, NY | Lima, OH | |
|---|---|---|---|
| Assets under management | $451.1M | $473.8M | $474.1M |
| Asset growth, last 2 years | +60% | +43% | +43% |
| Advisory staff | 5 | 2 | 2 |
| Individual clients | 526 | 246 | 323 |
| Assets per client | $858K | $1.9M | $1.5M |
| Clients per advisor | 105 | 123 | 162 |
| Main custodian | Fidelity | – | Raymond James |
| Filing with the SEC since | 2018 | 2012 or earlier | 2022 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 6 | – | 5 |
From each firm's latest Form ADV (Oct 2026, Sep 2026, Aug 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.