Adviser Profile
| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 07/09/2024 |
|
|
|
| Former registrations | |
| ADV Location | INDEPENDENCE, MO, United States |
| Contact Info | 816 xxxxxxx |
| Websites |
| AUM* | 168,360,014 24% |
| of that, discretionary | 168,360,014 24% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 429,490 167% |
| % High Net Worth | 14.54% 64% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
168M
144M
120M
96M
72M
48M
24M
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EMERICK & COMPANY, PC | Filing Date04/08/2025 | Form ADV-E View Report |
| Accounting Firm Name EMERICK & COMPANY, P.C. | Filing Date03/26/2024 | Form ADV-E View Report |
| Accounting Firm Name EMERICK & COMPANY, P.C. | Filing Date04/24/2023 | Form ADV-E View Report |