| As of Date | 05/19/2026 |
| Registration | SEC, Approved, 07/02/2004 |
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| ADV Location | WICHITA, KS, United States |
| Contact Info | 316 xxxxxxx |
| Websites |
| AUM* | 837,119,519 69% |
| of that, discretionary | 774,351,061 61% |
| Number of Employees | 12 50% |
| of those in investment advisory functions | 8 14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 523,527 28% |
| % High Net Worth | 23.74% 41% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser CORNERSTONE WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM628.7m | #Funds- | |
| Adviser PURSUIT WEALTH MANAGMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM186.3m | #Funds- | |
| Adviser CAMBRIDGE ADVISORS INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM693.5m | #Funds- | |
| Adviser BG INVESTMENT SERVICES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM868.5m | #Funds- | |
| Adviser AUXIER ASSET MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM946.1m | #Funds- | |
| Adviser TRAN CAPITAL MANAGEMENT, L.P. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM890.3m | #Funds- | |
| Adviser NS CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM296.7m | #Funds- | |
| Adviser DECISIONPOINT FINANCIAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser PARAMETRIC PORTFOLIO ASSOCIATES | Hedge Fund9.5b | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund151.7m | Total Private Fund GAV9.6b | AUM684.8b | #Funds12 | |
| Adviser CONGRESS ASSET MANAGEMENT COMPANY, LLP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM14.2b | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$87,400,088 | % Position21.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$28,231,677 | % Position7.00% | $ Change21.00% | # Change20.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$21,056,929 | % Position5.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker02072L565 | Stock NameEA SERIES TRUST | $ Position$14,704,880 | % Position4.00% | $ Change29.00% | # Change27.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$13,123,245 | % Position3.00% | $ Change14.00% | # Change13.00% |
| Stck Ticker78464A375 | Stock NameSPDR SERIES TRUST | $ Position$10,272,898 | % Position3.00% | $ Change8.00% | # Change9.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$6,559,691 | % Position2.00% | $ Change25.00% | # Change25.00% |
| Stck Ticker46641Q159 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$6,780,621 | % Position2.00% | $ Change25.00% | # Change25.00% |
| Stck Ticker38149W549 | Stock NameGOLDMAN SACHS ETF TR | $ Position$6,977,760 | % Position2.00% | $ Change71.00% | # Change71.00% |
| Stck Ticker09290C103 | Stock NameBLACKROCK ETF TRUST | $ Position$6,494,326 | % Position2.00% | $ Change26.00% | # Change24.00% |