Mission, KS | New Orleans, LA | ||
|---|---|---|---|
| Assets under management | $46.3M | $48.6M | $44M |
| Asset growth, last 2 years | −24% | – | −24% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 12 | 75 | 143 |
| Assets per client | $3.9M | $648K | $307K |
| Clients per advisor | 12 | 75 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, 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.