Adviser Profile
| As of Date | 08/14/2026 |
| Registration | SEC, Approved, 07/15/2024 |
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| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 1,763,558,000 55% |
| of that, discretionary | 1,543,198,621 35% |
| Number of Employees | 24 33% |
| of those in investment advisory functions | 15 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 294,319 42% |
| % High Net Worth | 30.34% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
2B
1B
1B
882M
661M
441M
220M
2024
2025
2026
Private Funds
No private funds