| As of Date | 06/11/2026 |
| Registration | SEC, Approved, 12/15/2017 |
| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 931,127,284 40% |
| of that, discretionary | 896,051,908 39% |
| Number of Employees | 24 9% |
| of those in investment advisory functions | 24 9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,692 24% |
| % High Net Worth | 11.89% 35% |
| 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
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds