| Total AUM | $1.04B |
| Discretionary | $997.4M96% of AUM |
| Non-Discretionary | $41.5M |
| Client Accounts | 246 |
| Avg Account Size | $4.2M |
| Employees | 11 |
| Peak AUM | $1.04BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +15.8% | +9.4% | +6.1% | |
| Discretionary AUM | |||||
| Total AUM | $1.04B |
| Discretionary | $997.4M |
| Employees | 11 |
| Client Accounts | 246 |
| Client Range | 101-250 |
Phone
707-633-9063
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$997M
96.0% of AUM
Non-Discretionary
$42M
4.0% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Custody
Total AUM
$1.0B
| $997M |
| +16.9% |
| +10.2% |
| +6.9% |
| Non-Disc. AUM | $42M | 5.4% | 5.3% | 6.2% |
| Total Accounts | 246 | +4.7% | +3.6% | +1.9% |
| Avg Account Size | $4M | +10.6% | +5.6% | +4.1% |
| Employees | 11 | 0.0% | +6.5% | +6.7% |
| AUM / Employee | $94M | +15.8% | +2.7% | 0.5% |
Client AUM Segments | |||||
| Wealth AUM | $990M | +15.5% | +9.2% | +7.0% | |
| Institutional AUM | $17M | +203.2% | +43.7% | 4.2% | |
| Fund / Pooled AUM | $32M | 7.2% | +3.9% | 6.4% | |
Client Count Segments | |||||
| HNW Clients | 189 | +1.1% | +3.2% | +0.8% | |
| Institutional | 9 | +80.0% | +13.7% | +2.4% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 45 | +12.5% | +3.8% | +7.9% | |