AUM by filing
$78M2023
$103M2024
$155M2025
$256M2026
Clients by filing
962023
1072024
1022025
1262026
Key people
- TH
Timothy HumphreysPresidentOwner · 6 years at the firm
in - BB
Brent BonstinglPrivate Client Advisor, Managing DirectorOwner · 5 years at the firm
in - DN
Damon NickleInvestment Advisor RepresentativeOwner · 5 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth148%104%
- Client growth18%43%
- People47
- AUM per person$63.9M$49.7M
Rank by measure
- Official rankNo. 16148%
- Client growthNo. 8718%
- AUM added per personNo. 32$38.1M
- AUM per personNo. 36$63.9M