Crystal Lake, IL | Asheville, NC | ||
|---|---|---|---|
| Assets under management | $25.7M | $27M | $24.4M |
| Asset growth, last 2 years | – | – | −62% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 31 | 52 | 9 |
| Assets per client | $828K | $519K | $2.7M |
| Clients per advisor | 16 | 52 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.