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Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 11/22/1991
ADV Location WICHITA, KS, United States
Contact Info 316 xxxxxxx
Websites
AUM* 490,614,150 6%
of that, discretionary 490,614,150 10%
Number of Employees 6 -25%
of those in investment advisory functions 5 -17%
Private Fund GAV* 0
Avg Account Size 3,529,598 -10%
% High Net Worth 60.55% -4%
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
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

541M 464M 386M 309M 232M 155M 77M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary