Charlotte, NC | Matthews, NC | ||
|---|---|---|---|
| Assets under management | $280.9M | $295M | $266M |
| Asset growth, last 2 years | +43% | +19% | +85% |
| Advisory staff | 6 | 1 | 4 |
| Individual clients | 131 | 62 | 240 |
| Assets per client | $2.1M | $4.8M | $1.1M |
| Clients per advisor | 22 | 62 | 60 |
| Main custodian | Schwab | LPL Financial | Fidelity |
| Filing with the SEC since | 2017 | 2021 | 2021 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 6 | 1 | 4 |
From each firm's latest Form ADV (Jul 2026, Mar 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.