Annapolis, MD | Melbourne, FL | ||
|---|---|---|---|
| Assets under management | $9.7M | $10.2M | $9.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 34 | 11 | 86 |
| Assets per client | $284K | $925K | $107K |
| Clients per advisor | 34 | 11 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 2025, Sep 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.