Upper Arlington, OH | Newton, MA | Fair Oaks, CA | |
|---|---|---|---|
| Assets under management | $26.5M | $27.8M | $27.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 14 | 23 | 22 |
| Assets per client | $1.9M | $1.2M | $1.3M |
| Clients per advisor | 14 | 8 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Dec 2025). 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.