4400 College Boulevard,, Suite 190, Overland Park, KS 66211
Phone
(913) 262-2000
CRD number
289808
Registration
State registered: KS, MO
Compensation (Form ADV 5.E)
Other (Third Party Money Managers)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Selection of other advisers
Clients reported (Form ADV 5.D)
30
Individual / high-net-worth clients
22 / 8
Employees
2
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-23
State registered (KS, MO) investment adviser, CRD 289808, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.