Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 04/07/2025 |
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| Former registrations | |
| ADV Location | SPRINGFIELD, MO, United States |
| Contact Info | 417 xxxxxxx |
| Websites |
| AUM* | 176,042,555 26% |
| of that, discretionary | 164,466,173 27% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 458,444 2% |
| % High Net Worth | 49.30% 0% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
164M
141M
117M
94M
70M
47M
23M
2025
2026
Private Funds
No private funds