| As of Date | 02/06/2026 |
| Registration | SEC, Approved, 10/08/2004 |
| ADV Location | OVERLAND PARK, KS, United States |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 403,116,408 46% |
| of that, discretionary | 393,982,670 47% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 971,365 23% |
| % High Net Worth | 32.29% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- 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
- 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