| Total AUM | $884.8M |
| Discretionary | $827.3M93% of AUM |
| Non-Discretionary | $57.5M |
| Client Accounts | 3,738 |
| Avg Account Size | $237K |
| Employees | 46 |
| Peak AUM | $884.8MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $885M | +32.1% | +42.7% | +24.4% | |
| Discretionary AUM | |||||
| Total AUM | $884.8M |
| Discretionary | $827.3M |
| Employees | 46 |
| Client Accounts | 3738 |
| Client Range | More than 500 |
Address
227 NORTH SANTA FE
SALINA KS 67401
Phone
785-823-7900
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$827M
93.5% of AUM
Non-Discretionary
$58M
6.5% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Custody
| +19.7% /yrover 12 yrs · 56 filings |
Total AUM
$885M
| $827M |
| +31.5% |
| +39.6% |
| +22.7% |
| Non-Disc. AUM | $58M | +41.4% | +395.2% | — |
| Total Accounts | 4k | +31.8% | +19.0% | +16.9% |
| Avg Account Size | $236,711.911 | +0.3% | +19.9% | +6.4% |
| Employees | 46 | +31.4% | +15.3% | +8.2% |
| AUM / Employee | $19M | +0.5% | +23.7% | +14.9% |
Client AUM Segments | |||||
| Wealth AUM | $809M | +30.5% | +40.9% | +23.2% | |
| Institutional AUM | $45M | +31.4% | +42.4% | +29.4% | |
| Fund / Pooled AUM | $31M | +97.7% | — | — | |
Client Count Segments | |||||
| HNW Clients | 1k | +22.1% | +22.1% | +10.1% | |
| Institutional | 52 | +33.3% | +20.1% | +17.7% | |
| Pooled / Fund | 1 | 0.0% | — | — | |
| Individuals | 316 | +15.8% | +21.8% | +26.1% | |