Our advisory work since founding in May 2026
As a newly established firm, our engagement history is intentionally modest. We believe in honest representation of our track record. The table below summarizes our active and recently completed advisory mandates. Client names are anonymized to protect confidentiality.
| Client | Service | Advisory Scope | Status | Start Date |
|---|---|---|---|---|
| Client A — Individual HNW | Wealth Advisory + Analytics | ~$420,000 | Active | Jun 2026 |
| Client B — Individual HNW | Wealth Advisory | ~$360,000 | Active | Jun 2026 |
| Client C — Family Trust | AI Portfolio Analytics | ~$185,000 | Diagnostic Complete | May 2026 |
| Client D — Small Foundation | Risk & Compliance + Analytics | ~$150,000 | Onboarding | Jun 2026 |
Total assets under advisory scope: approximately $1.1 million across 4 engagements.