Westminster, MD | Omaha, NE | ||
|---|---|---|---|
| Assets under management | $28.1M | $29.5M | $26.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 84 | 191 | 31 |
| Assets per client | $335K | $155K | $861K |
| Clients per advisor | 84 | 191 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2025, Sep 2026, 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.