Dublin, OH | Canton, OH | Grapevine, TX | |
|---|---|---|---|
| Assets under management | $31.3M | $33.1M | $32.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 96 | 107 | 60 |
| Assets per client | $326K | $309K | $548K |
| Clients per advisor | 96 | 36 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 3 | 4 |
From each firm's latest Form ADV (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.