Boutique scale Small team of 2-10 employees indicates a boutique advisory with personalized service, presenting an opportunity to upsell enhanced tech, marketing support, and back-office outsourcing to improve efficiency and client experience.

AUM growth Over $80 million in traded securities suggests capacity for expanded managed assets, inviting conversations about expanded advisory services, retirement planning solutions, and broader investment platforms.

Tech stack Current use of WordPress, Shopify, Google Workspace and analytics signals readiness for modern client portals, digital onboarding, and targeted marketing campaigns; propose integrated CRM, portfolio reporting tools, and secure client portals.

Revenue level Revenue in the multi-million range with a lean team presents a fit for scalable technology partnerships, outsourced compliance and RIA support, and cost-effective vendor solutions to support growth without headcount spikes.

Market positioning Value-oriented, diversified investment approach that includes individual stocks and bonds offers cross-sell opportunities for tax-aware planning, estate considerations, and fiduciary-led advisory services to attract higher net-worth clients.