Orlando, FL | Fort Lauderdale, FL | Miami, FL | |
|---|---|---|---|
| Assets under management | $171M | $180.7M | $161.1M |
| Asset growth, last 2 years | – | +208% | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 115 | 199 | 201 |
| Assets per client | $1.5M | $908K | $802K |
| Clients per advisor | 115 | 100 | 101 |
| Main custodian | Fidelity | – | Schwab |
| Filing with the SEC since | 2024 | 2012 or earlier | 2024 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Aug 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.