Adviser Profile
| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 05/05/2025 |
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| Former registrations | |
| ADV Location | ELLSWORTH, KS, United States |
| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 128,487,497 28% |
| of that, discretionary | 128,487,497 28% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 167,520 15% |
| % High Net Worth | 8.65% -29% |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
128M
110M
92M
73M
55M
37M
18M
2025
2026
Private Funds
No private funds