| Total AUM | $984.3M |
| Discretionary | $984.3M100% of AUM |
| Client Accounts | 257 |
| Avg Account Size | $3.8M |
| Employees | 11 |
| Peak AUM | $6.66BMar 2022 |
Total AUM
$984M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $984M | 65.4% | 45.7% | 31.1% | |
| Discretionary AUM | $984M | ||||
| Total AUM | $984.3M |
| Discretionary | $984.3M |
| Employees | 11 |
| Client Accounts | 257 |
Address
4900 MAIN STREET
KANSAS CITY MO 64112
Phone
816-743-7080
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$984M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 65.4% |
| 45.7% |
| 31.1% |
| Total Accounts | 257 | 38.7% | 32.4% | 23.5% |
| Avg Account Size | $4M | 43.6% | 19.7% | 9.8% |
| Employees | 11 | 35.3% | 24.0% | 11.6% |
| AUM / Employee | $89M | 46.5% | 28.5% | 22.0% |
Client AUM Segments | |||||
| Wealth AUM | $141M | 31.7% | 27.5% | 22.9% | |
| Institutional AUM | $399M | 45.2% | 31.5% | 19.0% | |
| Fund / Pooled AUM | $444M | 76.8% | 54.1% | 37.6% | |
Client Count Segments | |||||
| HNW Clients | 208 | 37.7% | 32.6% | 25.2% | |
| Institutional | 19 | 51.3% | 38.3% | 26.5% | |
| Pooled / Fund | 2 | 60.0% | 38.6% | 22.8% | |
| Individuals | 28 | 31.7% | 23.5% | +58.7% | |