| Total AUM | $284.6M |
| Discretionary | $232.9M82% of AUM |
| Non-Discretionary | $51.7M |
| Client Accounts | 1,089 |
| Avg Account Size | $261K |
| Employees | 11 |
| Peak AUM | $284.6MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $285M | +16.8% | +14.6% | +10.2% | |
| Discretionary AUM | |||||
| Total AUM | $284.6M |
| Discretionary | $232.9M |
| Employees | 11 |
| Client Accounts | 1089 |
| Client Range | 101-250 |
Address
9101 W. 110TH ST.
OVERLAND PARK KS 66210
Phone
913-317-6000
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$233M
81.8% of AUM
Non-Discretionary
$52M
18.2% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
Custody
No related registrations reported
| +11.2% /yrover 9 yrs · 16 filings |
Total AUM
$285M
| $233M |
| +14.8% |
| +12.8% |
| — |
| Non-Disc. AUM | $52M | +26.9% | +24.8% | 21.6% |
| Total Accounts | 1k | +1.9% | +6.4% | +7.2% |
| Avg Account Size | $261,358.004 | +14.7% | +7.7% | +2.9% |
| Employees | 11 | +22.2% | +11.2% | +12.9% |
| AUM / Employee | $26M | 4.4% | +3.1% | 2.4% |
Client AUM Segments | |||||
| Wealth AUM | $285M | +16.8% | +14.6% | +10.2% | |
Client Count Segments | |||||
| HNW Clients | 61 | 43.0% | 4.0% | +1.0% | |
| Individuals | 129 | +55.4% | +9.2% | +6.5% | |