Chicago, IL | San Luis Obispo, CA | ||
|---|---|---|---|
| Assets under management | $9M | $9.5M | $9.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 10 | 34 | 15 |
| Assets per client | $898K | $278K | $629K |
| Clients per advisor | 3 | 34 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Feb 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.