| Total AUM | $234.3M |
| Discretionary | $231.5M99% of AUM |
| Non-Discretionary | $2.8M |
| Client Accounts | 1,184 |
| Avg Account Size | $198K |
| Employees | 6 |
| Peak AUM | $262.9MFeb 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $234M | 10.9% | +24.5% | +4.6% | |
| Discretionary AUM | |||||
| Total AUM | $234.3M |
| Discretionary | $231.5M |
| Employees | 6 |
| Client Accounts | 1184 |
| Client Range | 101-250 |
Address
1505 KASOLD DRIVE
LAWRENCE KS 66047
Phone
785-865-5308
Filing History
45 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232M
98.8% of AUM
Non-Discretionary
$3M
1.2% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
Custody
No related registrations reported
| +12.2% /yrover 18 yrs · 45 filings |
Total AUM
$234M
| $232M |
| 11.3% |
| +26.2% |
| +4.3% |
| Non-Disc. AUM | $3M | +51.9% | 23.4% | — |
| Total Accounts | 1k | +8.1% | +10.5% | +2.9% |
| Avg Account Size | $197,884.41 | 17.6% | +12.7% | +1.6% |
| Employees | 6 | 0.0% | 4.9% | 7.8% |
| AUM / Employee | $39M | 10.9% | +30.9% | +13.4% |
Client AUM Segments | |||||
| Wealth AUM | $188M | 13.3% | +16.8% | +0.3% | |
| Institutional AUM | $47M | +0.5% | +142.6% | +74.4% | |
Client Count Segments | |||||
| HNW Clients | 286 | 5.3% | 0.2% | 2.3% | |
| Institutional | 13 | 0.0% | +60.8% | +34.1% | |
| Individuals | 44 | +37.5% | +15.8% | 4.4% | |