Portland, OR | Oakland, CA | Knoxville, TN | |
|---|---|---|---|
| Assets under management | $117.5M | $123.6M | $123.7M |
| Asset growth, last 2 years | −5% | +25% | +12% |
| Advisory staff | 2 | 4 | 3 |
| Individual clients | 201 | 5 | 385 |
| Assets per client | $585K | $24.7M | $321K |
| Clients per advisor | 101 | 1 | 128 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2017 | 2020 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Feb 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.