| As of Date | 06/03/2026 |
| Registration | SEC, Approved, 11/13/2017 |
| ADV Location | WICHITA, KS, United States |
| Contact Info | 316 xxxxxxx |
| Websites |
| AUM* | 978,627,230 22% |
| of that, discretionary | 957,141,133 22% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 996,565 12% |
| % High Net Worth | 22.71% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds