Adviser Profile

As of Date 03/10/2026
Registration SEC, Approved, 06/12/2024
Other registrations (1)
ADV Location WICHITA, KS, United States
Contact Info 316 xxxxxxx
Websites
AUM* 173,600,000 7%
of that, discretionary 173,600,000 7%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 289,333 6%
% High Net Worth 36.67% -7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

174M 149M 124M 99M 74M 50M 25M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary