Adviser Profile

As of Date 08/04/2026
Registration SEC, Approved, 03/16/2018
Other registrations (5)
ADV Location OVERLAND PARK, KS, United States
Contact Info 877 xxxxxxx
Websites
AUM* 168,156,355 29%
of that, discretionary 151,594,309 27%
Number of Employees 6 -25%
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
Avg Account Size 264,397 12%
% High Net Worth 14.44% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

173M 149M 124M 99M 74M 50M 25M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary