Philadelphia, PA | Fort Worth, TX | Incline Village, NV | |
|---|---|---|---|
| Assets under management | $61M | $64.1M | $64.1M |
| Asset growth, last 2 years | – | −22% | – |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 110 | 37 | 129 |
| Assets per client | $555K | $1.7M | $497K |
| Clients per advisor | 55 | 19 | 65 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Jun 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.