Atlanta, GA | Marlborough, MA | Atlanta, GA | |
|---|---|---|---|
| Assets under management | $88.4M | $92.9M | $83.7M |
| Asset growth, last 2 years | +11% | +165% | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 28 | 95 | 38 |
| Assets per client | $3.2M | $978K | $2.2M |
| Clients per advisor | 28 | 48 | 19 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | 1 | 2 | 2 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, May 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.