Manhattan, KS | London | Overland Park, KS | |
|---|---|---|---|
| Assets under management | $1.6B | $1.68B | $1.76B |
| Asset growth, last 2 years | +41% | +37% | – |
| Advisory staff | 36 | 13 | 15 |
| Individual clients | 1,281 | 101 | 1,668 |
| Assets per client | $1.2M | $16.7M | $1.1M |
| Clients per advisor | 36 | 8 | 111 |
| Main custodian | Schwab | Lombard Odier | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2017 | 2024 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 37 | – | 14 |
From each firm's latest Form ADV (Oct 2026, May 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.