Adviser Profile
| As of Date | 04/28/2026 |
| Registration | SEC, Approved, 01/08/2025 |
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| Former registrations | |
| ADV Location | LAWRENCE, KS, United States |
| Contact Info | 785 xxxxxxx |
| Websites |
| AUM* | 290,000,000 90% |
| of that, discretionary | 290,000,000 90% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,146,245 69% |
| % High Net Worth | 36.14% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
290M
249M
207M
166M
124M
83M
41M
2024
2025
2026
Private Funds
No private funds