| Total AUM | $304.2M |
| Discretionary | $304.2M100% of AUM |
| Client Accounts | 2,758 |
| Avg Account Size | $110K |
| Employees | 10 |
| Peak AUM | $326.2MMar 2024 |
| AUM CAGR | +10.8% /yrover 7 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $304M | 6.8% | +15.1% | +22.1% | |
| Discretionary AUM | |||||
| Total AUM | $304.2M |
| Discretionary | $304.2M |
| Employees | 10 |
| Client Accounts | 2758 |
| Client Range | 0 |
Address
11 SE 2ND ST.
LEE'S SUMMIT MO 64063
Phone
816-246-9473
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$304M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 56.3pp vs 1 year ago
Custody
Total AUM
$304M
| $304M |
| +113.3% |
| +15.1% |
| +22.1% |
| Total Accounts | 3k | 19.3% | +21.7% | +19.3% |
| Avg Account Size | $110,288.628 | +15.6% | 5.5% | +2.3% |
| Employees | 10 | 28.6% | 5.1% | +2.1% |
| AUM / Employee | $30M | +30.5% | +21.2% | +19.6% |
Client AUM Segments | |||||
| Wealth AUM | $304M | 6.8% | +15.1% | +22.1% | |
Client Count Segments | |||||
| HNW Clients | 856 | 12.5% | +10.0% | +11.5% | |
| Individuals | 97 | +47.0% | +26.1% | +41.7% | |