Overland Park, KS | Overland Park, KS | ||
|---|---|---|---|
| Assets under management | $33.9M | $35.8M | $32.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 69 | 69 | 67 |
| Assets per client | $492K | $519K | $481K |
| Clients per advisor | 69 | 69 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Feb 2026, Apr 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.