Hoffman Estates, IL | Chicago, IL | Houston, TX | |
|---|---|---|---|
| Assets under management | $53.1M | $56M | $55.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 141 | 47 | 61 |
| Assets per client | $376K | $1.2M | $914K |
| Clients per advisor | 71 | 47 | 31 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (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.