Adviser Profile

As of Date 08/11/2026
Registration SEC, Approved, 06/05/2025
Other registrations (1)
ADV Location OVERLAND PARK, KS, United States
Contact Info 913 xxxxxxx
AUM* 116,628,065
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 116,628,065
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

117M 100M 83M 67M 50M 33M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees