| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 11/22/1991 |
| ADV Location | WICHITA, KS, United States |
| Contact Info | 316 xxxxxxx |
| Websites |
| AUM* | 490,614,150 6% |
| of that, discretionary | 490,614,150 10% |
| Number of Employees | 6 -25% |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,529,598 -10% |
| % High Net Worth | 60.55% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds