Tallahassee, FL | Naples, FL | ||
|---|---|---|---|
| Assets under management | $71M | $74.5M | $74.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 6 |
| Individual clients | 78 | 39 | 230 |
| Assets per client | $910K | $1.9M | $324K |
| Clients per advisor | 26 | 20 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | – | 4 |
From each firm's latest Form ADV (Mar 2026, Oct 2026, May 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.