Fort Lauderdale, FL | Miramar, FL | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $9.5M | $10M | $10M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 30 | 26 | 30 |
| Assets per client | $317K | $386K | $333K |
| Clients per advisor | 30 | 13 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jun 2026, Jan 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.