| Total AUM | $394.2M |
| Discretionary | $394.2M100% of AUM |
| Client Accounts | 1,173 |
| Avg Account Size | $336K |
| Employees | 5 |
| Peak AUM | $394.2MFeb 2026 |
Total AUM
$394M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $394M | +19.3% | — | — | |
| Discretionary AUM | $394M | ||||
| Total AUM | $394.2M |
| Discretionary | $394.2M |
| Employees | 5 |
| Client Accounts | 1173 |
| Client Range | 0 |
Address
6800 W 115TH STREET
OVERLAND PARK KS 66211
Phone
913-897-2074
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$394M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 1k | +4.5% | — | — |
| Avg Account Size | $336,091.53 | +14.2% | — | — |
| Employees | 5 | 0.0% | 5.9% | 5.0% |
| AUM / Employee | $79M | +19.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $392M | +19.6% | — | — | |
| Institutional AUM | $2M | 19.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 459 | 0.9% | — | — | |
| Individuals | 112 | +6.7% | — | — | |