Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 03/03/2023
ADV Location OVERLAND PARK, KS, United States
Contact Info 877 xxxxxxx
AUM* 762,310 30%
of that, discretionary 762,310 30%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 12,921 3%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Other investment advisers

Advisory Activities

- Selection of other advisers

Compensation Arrangments

Reported AUM

762K 653K 545K 436K 327K 218K 109K
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary