DFX Intelligence

This firm's name, 26 more advisory clients, 77 more Schedule C rows and 20 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

OCIO in Kansas

OCIO· Overland Park, KS

OCIOprobableDC plan focus

Suggest a correction

This firm's name, 26 more advisory clients, 77 more Schedule C rows and 20 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

5,182

filed Apr 1, 2026

ADV institutional RAUM

$139B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$59B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.90; discretionary RAUM $59B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

29 allocators

Allina Health Pension Plan for Collectively Bargained Employees Investment adviser (plan)through Dec 31, 2025 Form 5500
Everest Reinsurance Retirement Plan General consultantthrough Dec 31, 2025 Form 5500
MT. Elliott Cemetery Association Retirement Plan Investment adviser (plan)Actuarythrough Sep 30, 2025 Form 5500

+26 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

2 allocators

Monro, Inc. Pension Plan Trusteethrough Mar 31, 2025
Chalmers & Kubeck, Inc. Employees' Pension Plan Actuarythrough Jun 30, 2024

Schedule C rows

80 rows, $3.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Everest Reinsurance Retirement Plan	2025	16	CONSULTING	$92,500
Allina Health Pension Plan for Collectively Bargained Employees	2025	27 50	NONE	$8,250
Employees' Retirement Plan of Ellis Hospital	2024	17 50	NONE	$232,417

+77 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 22 Apr 1, 2026 reported
institutional clients 5,182 Apr 1, 2026 reported
pension plan clients 5,160 Apr 1, 2026 reported
raum discretionary $59B Apr 1, 2026 reported
raum institutional $139B Apr 1, 2026 reported
raum total $155B Apr 1, 2026 reported

What changed

Dec 31, 2025Consultant changedinferenceEverest Reinsurance Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMT. Elliott Cemetery Association Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceTidewater Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceNCR Pension Plan
Resources Investment Advisors, LLC no longer appears on NCR Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNCR Pension Plan
with this firmaskebsa.dol.gov

+20 more dated events

Every name, record and relationship behind this count, with the source on each.