| Total AUM | $126.5M |
| Discretionary | $118.4M94% of AUM |
| Non-Discretionary | $8.2M |
| Client Accounts | 511 |
| Avg Account Size | $248K |
| Employees | 4 |
| Peak AUM | $126.5MMar 2026 |
Total AUM
$127M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $127M | +18.0% | — | — | |
| Discretionary AUM | $118M | ||||
| Total AUM | $126.5M |
| Discretionary | $118.4M |
| Employees | 4 |
| Client Accounts | 511 |
Address
1334 E. KINGSLEY
SPRINGFIELD MO 65804
Phone
(417) 306-9891
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$118M
93.5% of AUM
Non-Discretionary
$8M
6.5% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $8M | +0.1% | — | — |
| Total Accounts | 511 | +10.8% | — | — |
| Avg Account Size | $247,638.317 | +6.5% | — | — |
| Employees | 4 | 0.0% | — | — |
| AUM / Employee | $32M | +18.0% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $127M | +18.1% | — | — | |
| Institutional AUM | $34,292 | 40.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 161 | +2.5% | — | — | |
| Individuals | 48 | +37.1% | — | — | |