| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 01/12/2007 |
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| ADV Location | KANSAS CITY, MO, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 269,447,301 18% |
| of that, discretionary | 269,447,301 18% |
| Number of Employees | 10 |
| of those in investment advisory functions | 9 -10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 312,222 -46% |
| % High Net Worth | 22.16% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$33,862,670 | % Position16.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker464285204 | Stock NameISHARES GOLD TR | $ Position$25,230,458 | % Position12.00% | $ Change-14.00% | # Change0.00% |
| Stck Ticker78463V107 | Stock NameSPDR GOLD TR | $ Position$25,007,845 | % Position12.00% | $ Change-15.00% | # Change0.00% |
| Stck Ticker464287457 | Stock NameISHARES TR | $ Position$20,702,148 | % Position10.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker46138G870 | Stock NameINVESCO EXCH TRADED FD TR II | $ Position$17,586,292 | % Position8.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker499049104 | Stock NameKNIGHT-SWIFT TRANSN HLDGS IN | $ Position$13,357,586 | % Position6.00% | $ Change37.00% | # Change2.00% |
| Stck Ticker883556102 | Stock NameTHERMO FISHER SCIENTIFIC INC | $ Position$9,254,604 | % Position4.00% | $ Change3.00% | # Change1.00% |
| Stck Ticker573284106 | Stock NameMARTIN MARIETTA MATLS INC | $ Position$7,880,605 | % Position4.00% | $ Change0.00% | # Change2.00% |
| Stck Ticker464288679 | Stock NameISHARES TR | $ Position$8,468,480 | % Position4.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker336433107 | Stock NameFIRST SOLAR INC | $ Position$5,564,173 | % Position3.00% | $ Change23.00% | # Change3.00% |