| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 02/05/2015 |
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| ADV Location | LEAWOOD, KS, United States |
| Contact Info | 913 xxxxxxx |
| Websites |
| AUM* | 431,143,922 32% |
| of that, discretionary | 430,744,288 33% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,004,997 22% |
| % High Net Worth | 24.15% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
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 LECONTE WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM346.8m | #Funds- | |
| Adviser BUTTONWOOD CAPITAL MANAGEMENT (BCM) | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM380.8m | #Funds- | |
| Adviser WALSH & ASSOCIATES, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM827.7m | #Funds- | |
| Adviser S.E.E.D. PLANNING GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM568.0m | #Funds- | |
| Adviser PARSONS CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM803.8m | #Funds- | |
| Adviser AMERICAN FINANCIAL ADVISORS, LLC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM950.2m | #Funds- | |
| Adviser STRONGHOLD WEALTH MANAGEMENT L.L.C. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM172.9m | #Funds- | |
| Adviser MERCANTILE INVESTMENT ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM146.0m | #Funds- | |
| Adviser VERTEX PARTNERS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
| Adviser FINANCIAL INSIGHTS WEALTH MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM746.7m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908769 | Stock NameVanguard Total Stock Market ETF | $ Position$78,406,320 | % Position19.00% | $ Change14.00% | # Change-1.00% |
| Stck Ticker921910816 | Stock NameVanguard Mega Cap Growth | $ Position$38,684,189 | % Position9.00% | $ Change18.00% | # Change393.00% |
| Stck Ticker464287226 | Stock NameiShares Core US Aggregate Bond | $ Position$32,249,382 | % Position8.00% | $ Change3.00% | # Change3.00% |
| Stck Ticker921910840 | Stock NameVanguard Meg Cap Value ETF | $ Position$28,204,472 | % Position7.00% | $ Change10.00% | # Change-2.00% |
| Stck Ticker46090E103 | Stock NameInvesco QQQ Trust | $ Position$21,037,408 | % Position5.00% | $ Change18.00% | # Change-8.00% |
| Stck Ticker922042775 | Stock NameVanguard FTSE All-Wld ex-US | $ Position$20,431,464 | % Position5.00% | $ Change7.00% | # Change-4.00% |
| Stck Ticker921937793 | Stock NameVanguard Long-Term Bond ETF | $ Position$19,760,161 | % Position5.00% | $ Change7.00% | # Change7.00% |
| Stck Ticker316188309 | Stock NameFidelity Total Bond ETF | $ Position$18,176,319 | % Position4.00% | $ Change9.00% | # Change9.00% |
| Stck Ticker464288661 | Stock NameiShares 3-7 Year Treasury Bond ETF | $ Position$17,619,418 | % Position4.00% | $ Change8.00% | # Change9.00% |
| Stck Ticker922908751 | Stock NameVanguard Small-Cap ETF | $ Position$17,161,295 | % Position4.00% | $ Change15.00% | # Change-1.00% |