Baltimore, MD | |||
|---|---|---|---|
| Assets under management | $76.1M | $80M | $72.3M |
| Asset growth, last 2 years | +36% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 89 | 14 | 59 |
| Assets per client | $855K | $5.7M | $1.2M |
| Clients per advisor | 45 | 14 | 59 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jun 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.