DBA: THE PERSPECTIVE GROUP
| Total AUM | $225.1M |
| Discretionary | $225.1M100% of AUM |
| Client Accounts | 554 |
| Avg Account Size | $406K |
| Employees | 5 |
| Peak AUM | $225.1MFeb 2026 |
| AUM CAGR | +15.2% /yrover 6 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $225M | +29.4% | +18.9% | +14.0% | |
| Discretionary AUM | |||||
| Total AUM | $225.1M |
| Discretionary | $225.1M |
| Employees | 5 |
| Client Accounts | 554 |
| Client Range | 1-10 |
Address
900 MASSACHUSETTS STREET
LAWRENCE KS 66044
Phone
(785) 749-1881
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$225M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 11.0pp vs 1 year ago
Total AUM
$225M
| $225M |
| +45.3% |
| +22.7% |
| +15.9% |
| Total Accounts | 554 | +0.4% | +24.7% | +3.5% |
| Avg Account Size | $406,278.15 | +28.9% | 4.6% | +10.2% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $45M | +29.4% | +18.9% | +14.0% |
Client AUM Segments | |||||
| Wealth AUM | $223M | +29.5% | +22.7% | +15.7% | |
| Institutional AUM | $2M | +12.2% | 45.6% | 25.0% | |
Client Count Segments | |||||
| HNW Clients | 190 | 10.8% | 2.7% | 1.5% | |
| Institutional | 2 | 0.0% | 12.6% | — | |
| Individuals | 105 | +14.1% | +10.9% | +32.6% | |