Overland Park, KS | Manchester, MA | Mission, KS | |
|---|---|---|---|
| Assets under management | $611.5M | $642.4M | $571.5M |
| Asset growth, last 2 years | +42% | +40% | +44% |
| Advisory staff | 3 | 3 | 3 |
| Individual clients | 218 | 149 | 16 |
| Assets per client | $2.8M | $4.3M | $35.7M |
| Clients per advisor | 73 | 50 | 5 |
| Main custodian | Schwab | Schwab | Morgan Stanley |
| Filing with the SEC since | 2012 or earlier | 2016 | 2020 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (Feb 2026, Mar 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.