| Total AUM | $595.1M |
| Discretionary | $541.1M91% of AUM |
| Non-Discretionary | $54.0M |
| Client Accounts | 1,624 |
| Avg Account Size | $366K |
| Employees | 9 |
| Peak AUM | $595.1MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $595M | +15.5% | +16.4% | +11.8% | |
| Discretionary AUM | |||||
| Total AUM | $595.1M |
| Discretionary | $541.1M |
| Employees | 9 |
| Client Accounts | 1624 |
| Client Range | 251-500 |
Address
18 HAMPTON ROAD
EXETER NH 03833
Phone
603-778-6436
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$541M
90.9% of AUM
Non-Discretionary
$54M
9.1% of AUM
Disc. mix ▲ 2.4pp vs 1 year ago
Custody
No related registrations reported
| +13.8% /yrover 24 yrs · 56 filings |
Total AUM
$595M
| $541M |
| +18.6% |
| +19.8% |
| +14.4% |
| Non-Disc. AUM | $54M | 8.4% | 4.8% | 3.1% |
| Total Accounts | 2k | +4.8% | +4.2% | +3.7% |
| Avg Account Size | $366,443.328 | +10.2% | +11.7% | +7.8% |
| Employees | 9 | +28.6% | +8.3% | +8.3% |
| AUM / Employee | $66M | 10.2% | +7.5% | +3.3% |
Client AUM Segments | |||||
| Wealth AUM | $558M | +15.3% | +15.7% | +10.8% | |
| Institutional AUM | $37M | +18.7% | +28.2% | +48.7% | |
Client Count Segments | |||||
| HNW Clients | 222 | 25.3% | 18.8% | 3.8% | |
| Institutional | 10 | +25.0% | — | +37.2% | |
| Individuals | 239 | +63.7% | +28.9% | +16.5% | |