| As of Date | 05/19/2026 |
| Registration | SEC, Approved, 07/02/2004 |
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| ADV Location | WICHITA, KS, United States |
| Contact Info | 316 xxxxxxx |
| Websites |
| AUM* | 837,119,519 69% |
| of that, discretionary | 774,351,061 61% |
| Number of Employees | 12 50% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 523,527 28% |
| % High Net Worth | 23.74% 41% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$96,583,149 | % Position18.00% | $ Change17.00% | # Change1.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$46,782,931 | % Position9.00% | $ Change51.00% | # Change32.00% |
| Stck Ticker02072L565 | Stock NameEA SERIES TRUST | $ Position$29,097,618 | % Position6.00% | $ Change87.00% | # Change85.00% |
| Stck Ticker46641Q159 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$16,087,934 | % Position3.00% | $ Change33.00% | # Change33.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$14,759,850 | % Position3.00% | $ Change1.00% | # Change410.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$13,070,675 | % Position2.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker78464A375 | Stock NameSPDR SERIES TRUST | $ Position$10,146,277 | % Position2.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker61774R841 | Stock NameMORGAN STANLEY ETF TRUST | $ Position$8,742,996 | % Position2.00% | $ Change13.00% | # Change14.00% |
| Stck Ticker78464A102 | Stock NameSPDR SERIES TRUST | $ Position$9,688,512 | % Position2.00% | $ Change58.00% | # Change3.00% |
| Stck Ticker38149W549 | Stock NameGOLDMAN SACHS ETF TR | $ Position$8,084,670 | % Position2.00% | $ Change12.00% | # Change10.00% |