Newport Beach, CA | Thousand Oaks, CA | Anderson, CA | |
|---|---|---|---|
| Assets under management | $70M | $73.7M | $66.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 42 | 108 | 145 |
| Assets per client | $1.7M | $683K | $456K |
| Clients per advisor | 42 | 108 | 73 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Sep 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.