Tampa, FL | Coral Gables, FL | ||
|---|---|---|---|
| Assets under management | $20.7M | $21.9M | $21.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 49 | 22 |
| Assets per client | $3.5M | $446K | $990K |
| Clients per advisor | 6 | 49 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | – | 1 | – |
From each firm's latest Form ADV (Jan 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.