Delray Beach, FL | Ponte Vedra Beach, FL | Roseville, CA | |
|---|---|---|---|
| Assets under management | $70.1M | $73.9M | $66.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 51 | 25 | 108 |
| Assets per client | $1.4M | $3M | $616K |
| Clients per advisor | 26 | 25 | 54 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 1 | 2 |
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.