Adviser Profile

As of Date 05/07/2026
Registration SEC, Approved, 06/08/2023
ADV Location FAIRWAY, KS, United States
Contact Info 816 xxxxxxx
Websites
AUM* 28,735,146 467%
of that, discretionary 28,735,146 467%
Number of Employees 6 20%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 7,183,787 42%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

29M 25M 21M 16M 12M 8M 4M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees