SEARCY FINANCIAL SERVICES, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $514.0M |
| Discretionary | $514.0M100% of AUM |
| Client Accounts | 1,874 |
| Avg Account Size | $274K |
| Employees | 9 |
| Peak AUM | $514.0MMar 2026 |
| AUM CAGR | +8.6% /yrover 25 yrs · 76 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $514M | +14.8% | +14.5% | +10.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $514.0M |
| Discretionary | $514.0M |
| Employees | 9 |
| Client Accounts | 1874 |
| Client Range | 1-10 |
Contact & Location
Address
12980 FOSTER STREET
OVERLAND PARK KS 66213-2703
Phone
913-814-3800
Filing History
76 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$514M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Investment Adviser