| Total AUM | $135.7M |
| Discretionary | $135.7M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $135.7M |
| Employees | 4 |
| Peak AUM | $135.7MMar 2026 |
| AUM CAGR | +47.3% /yrover 1 yrs · 5 filings |
Total AUM
$136M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $136M | +67.4% | — | — | — |
| Discretionary AUM | $136M | +67.4% | |||
| Total AUM | $135.7M |
| Discretionary | $135.7M |
| Employees | 4 |
| Client Accounts | 1 |
Address
11 SE 2ND ST
LEE'S SUMMIT MO 64063
Phone
877-274-7678
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$136M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Total Accounts | 1 | 0.0% | — | — | — |
| Avg Account Size | $136M | +67.4% | — | — | — |
| Employees | 4 | 0.0% | — | — | — |
| AUM / Employee | $34M | +67.4% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $136M | +67.4% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | — |