Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 08/15/2022
Other registrations (1)
ADV Location OVERLAND PARK, KS, United States
Contact Info 913 xxxxxxx
Websites
AUM* 394,235,365 36%
of that, discretionary 394,235,365 36%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 336,092 25%
% High Net Worth 19.48% 8%
SMA’s No
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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

394M 338M 282M 225M 169M 113M 56M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary