AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 92 | $0.0 |
| Average Individual AUM | $542,729 | |
| HNW | 30 | $0.1 |
| Average HNW AUM | $2,100,382 | |
| Retail Total | 122 | $0.1 |
| Average Retail AUM | $925,758 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 60% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 40% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| No control persons found |
ADVDB.CO • SOURCE: SEC
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| LEE GOSS | OVERLAND PARK | KS | |||||||
| WILLIAM CANDLER | OVERLAND PARK | KS | S63|1996-10-16|S65|2009-12-02 | ||||||
| STERLING LOUVIERE | OVERLAND PARK | KS | S63|1991-03-15|S65|2013-01-22 | ||||||
| COLLEEN GRAFF | OVERLAND PARK | KS | S63|1999-08-20|S66|2021-09-17 | ||||||
| LAWRENCE STEINBERG | OVERLAND PARK | KS | S65|2000-09-28|S63|2019-12-02 | ||||||
| KENNETH MILLAR | OVERLAND PARK | KS | S66|2000-05-23|S63|2022-02-23|S65|2022-12-07 | ||||||
| NATHANAEL HAMIL | OVERLAND PARK | KS | S63|2016-12-12|S65|2024-03-27 | ||||||
| BILLY AYCOCK | OVERLAND PARK | KS | S66|2013-08-14 | ||||||
| CHRISTOPHER PICCIURRO | OVERLAND PARK | KS | S63|2004-11-15|S66|2008-07-07 | PERSONAL FINANCIAL SPECIALIST | |||||
| MARK ATCHITY | OVERLAND PARK | KS | S63|1995-03-10|S65|2022-07-02 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.1 | $0.0 | 0% | 16 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| KS, AK-06/13/2025, AR-06/13/2025, AZ-06/13/2025, CA-05/29/2025, CO-06/13/2025, FL-06/13/2025, GA-06/13/2025, IA-05/29/2025, ID-06/13/2025, IL-06/24/2025, IN-05/29/2025, KS-05/29/2025, LA-06/13/2025, MD-06/13/2025, MI-06/13/2025, MN-06/13/2025, MO-06/13/2025, NC-06/13/2025, ND-06/13/2025, NE-06/13/2025, NJ-06/13/2025, NM-06/13/2025, NY-06/13/2025, OR-06/13/2025, PA-06/13/2025, PR-06/13/2025, SC-06/13/2025, TN-05/29/2025, TX-05/29/2025, VA-06/13/2025, WA-06/13/2025, WI-07/08/2025, WY-06/13/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV