Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 04/18/2025 |
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| Former registrations | |
| ADV Location | SPRINGFIELD, MO, United States |
| Contact Info | (41 xxxxxxx |
| AUM* | 126,543,180 18% |
| of that, discretionary | 118,364,626 20% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 247,638 6% |
| % High Net Worth | 22.86% 27% |
| 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
118M
101M
85M
68M
51M
34M
17M
2025
2026
Private Funds
No private funds