Zurich | Carlsbad, CA | Franklin, TN | |
|---|---|---|---|
| Assets under management | $235.2M | $247.1M | $247.1M |
| Asset growth, last 2 years | +44% | +36% | – |
| Advisory staff | 4 | 5 | 3 |
| Individual clients | 129 | 187 | 456 |
| Assets per client | $1.8M | $1.3M | $542K |
| Clients per advisor | 32 | 37 | 152 |
| Main custodian | Bank Vontobel Ag | Schwab | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2024 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | – | 6 | 3 |
From each firm's latest Form ADV (Oct 2026, Mar 2026, Apr 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.