Adviser Profile

As of Date 02/11/2026
Registration SEC, Approved, 05/07/2020
ADV Location WICHITA, KS, United States
Contact Info (31 xxxxxxx
Websites
AUM* 1,121,047,762 72%
of that, discretionary 970,080,432 64%
Number of Employees 22 5%
of those in investment advisory functions 17 21%
Private Fund GAV* 0
Avg Account Size 223,405 11%
% High Net Worth 13.56% 16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

970M 831M 693M 554M 416M 277M 139M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker14020G101 Stock NameCAPITAL GROUP GROWTH ETF $ Position$52,561,927 % Position10.00% $ Change21.00% # Change3.00%
Stck Ticker46138G649 Stock NameINVESCO EXCH TRADED FD TR II $ Position$41,757,923 % Position8.00% $ Change30.00% # Change2.00%
Stck Ticker46138E222 Stock NameINVESCO EXCH TRADED FD TR II $ Position$37,660,409 % Position7.00% $ Change15.00% # Change5.00%
Stck Ticker55286W801 Stock NameMFS ACTIVE EXCHANGE TRADED F $ Position$30,638,299 % Position6.00% $ Change # Change
Stck Ticker78464A854 Stock NameSPDR SERIES TRUST $ Position$34,351,396 % Position6.00% $ Change # Change
Stck Ticker31609A503 Stock NameFIDELITY COVINGTON TRUST $ Position$25,388,210 % Position5.00% $ Change17.00% # Change4.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$26,679,294 % Position5.00% $ Change10.00% # Change5.00%
Stck Ticker33738D879 Stock NameFIRST TR EXCHANGE-TRADED FD $ Position$20,171,399 % Position4.00% $ Change18.00% # Change2.00%
Stck Ticker746729300 Stock NamePUTNAM ETF TRUST $ Position$21,616,788 % Position4.00% $ Change # Change
Stck Ticker26923G806 Stock NameETFIS SER TR I $ Position$13,555,861 % Position3.00% $ Change7.00% # Change4.00%

Brochure Summary