| Total AUM | $305.98B |
| Discretionary | $305.98B100% of AUM |
| Client Accounts | 719 |
| Avg Account Size | $425.6M |
| Employees | 220 |
| Peak AUM | $305.98BMar 2026 |
| AUM CAGR | +4.4% /yrover 25 yrs · 66 filings |
Total AUM
$306.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $306.0B | +14.0% | +12.4% | +7.9% | |
| Discretionary AUM | $306.0B | +14.1% | +12.5% | +7.9% | |
| Total Accounts | 719 | +7.8% | +15.7% | +18.0% | |
| Avg Account Size | $426M | +5.8% | 2.8% | 8.6% | |
| Employees | 220 | 2.2% | +1.1% | +3.0% | |
| AUM / Employee | $1.4B | +16.6% | +11.2% | +4.8% | |
Client AUM Segments | |||||
| Institutional AUM | $29.5B | +3.6% | 1.9% | 4.9% | |
| Fund / Pooled AUM | $275.9B | +15.2% | +14.5% | +10.0% | |
| Other AUM | $581M | +55.2% | +66.6% | +99.0% | |
Client Count Segments | |||||
| Institutional | 80 | +15.9% | +3.1% | +6.6% | |
| Pooled / Fund | 274 | +3.4% | +1.1% | +3.5% | |
| Total AUM | $305.98B |
| Discretionary | $305.98B |
| Employees | 220 |
| Client Accounts | 719 |
| Client Range | 0 |
Address
4500 MAIN STREET
KANSAS CITY MO 64111-7709
Phone
816-531-5575
Filing History
66 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$306.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago