| Total AUM | $450.2M |
| Discretionary | $450.2M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $75.0M |
| Employees | 44 |
| Peak AUM | $450.2MMar 2026 |
| AUM CAGR | +28.8% /yrover 5 yrs · 27 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $450M | +29.2% | +28.1% | +28.8% | |
| Discretionary AUM | |||||
| Total AUM | $450.2M |
| Discretionary | $450.2M |
| Employees | 44 |
| Client Accounts | 6 |
Address
117 W. 20TH STREET
KANSAS CITY MO 64108-1825
Phone
816-800-8100
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$450M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$450M
| $450M |
| +29.2% |
| +28.1% |
| +28.8% |
| Total Accounts | 6 | +20.0% | +13.7% | +8.3% |
| Avg Account Size | $75M | +7.6% | +12.7% | +18.9% |
| Employees | 44 | +7.3% | +15.3% | +20.6% |
| AUM / Employee | $10M | +20.4% | +11.1% | +6.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $450M | +29.2% | +28.1% | +28.8% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +20.0% | +13.7% | +8.3% | |