Thomasville, GA | Atlanta, GA | ||
|---|---|---|---|
| Assets under management | $159.7M | $167.9M | $150.6M |
| Asset growth, last 2 years | +69% | +1% | +37% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 313 | 97 | 88 |
| Assets per client | $510K | $1.7M | $1.7M |
| Clients per advisor | 313 | 97 | 44 |
| Main custodian | LPL Financial | Schwab | Fidelity |
| Filing with the SEC since | 2016 | 2017 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Feb 2026, Jan 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.