| Assets under management | $42.4M | $44.6M | $44.6M |
|---|---|---|---|
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 14 | 87 | 118 |
| Assets per client | $3M | $512K | $378K |
| Clients per advisor | 14 | 87 | 118 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 4 |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, Jan 2026, Feb 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.