| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 09/05/2024 |
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| ADV Location | KANSAS CITY, MO, United States |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 1,377,568,744 -32% |
| of that, discretionary | 681,378,613 -54% |
| Number of Employees | 20 43% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,978,859 -16% |
| % High Net Worth | 38.10% -24% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CBIZ CPAS P.C. | Filing Date12/18/2025 | Form ADV-E View Report |
| Accounting Firm Name MAYER HOFFMAN MCCANN P.C. | Filing Date03/18/2025 | Form ADV-E View Report |