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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/21/2022
Other registrations (7)
ADV Location MANHATTAN, KS, United States
Contact Info 785 xxxxxxx
Websites
AUM* 1,450,270,834 390%
of that, discretionary 905,187,151 100%
Number of Employees 65 117%
of those in investment advisory functions 25 -4%
Private Fund GAV* 0
Avg Account Size 222,571 -89%
% High Net Worth 4.44% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

- Financial planning services
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

905M 776M 647M 517M 388M 259M 129M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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