DFX Intelligence
Reading the graph
Reading the graph
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Family Offices
Overland Park, KS
••• Locked
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| S•••••• H••••••• | Compliance Consultant | operations | unknown | n/a | yes | fact |
| J••• A•••• C••••••••• | Owner/cco | leadership | principal | n/a | yes | fact |
| K•••••• E••••• C•••••• I•• |
| Owner/coo |
| leadership |
| principal |
| n/a |
| yes |
| fact |
| C•••••• B••• | President and Senior Family Wealth Director | leadership | senior | n/a | yes | fact |
| R••••••• L•••••• | Investment Management | Direct investments | unknown | n/a | yes | fact |
| J••• C••••••••• | CEO and Senior Family Wealth Director | leadership | senior | n/a | yes | fact |
| J•• D••••••••• | Family Wealth Director | leadership | senior | n/a | yes | fact |
| C••••• R•••••• | Family Wealth Director | leadership | senior | n/a | yes | fact |
| J•••• C••••• | Associate Client Services Representative | other | unknown | n/a | yes | fact |
| K••••• M•••• | Associate Client Services Representative | other | unknown | n/a | yes | fact |
| M••••••• B•••• | Family Wealth Director | leadership | senior | n/a | yes | fact |
| M••••••• D••••••••• | Executive Assistant | other | unknown | n/a | yes | fact |
| K•••• C•••••• I•• | Chief Operating Officer | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): M••••••• D••••••••• (Executive Assistant), K••••• M•••• (Associate Client Services Representative), J•••• C••••• (Associate Client Services Representative), C••••• R•••••• (Family Wealth Director), M••••••• B•••• (Family Wealth Director), J•• D••••••••• (Family Wealth Director), K•••• C•••••• I•• (Chief Operating Officer), C•••••• B••• (President and Senior Family Wealth Director), J••• C••••••••• (CEO and Senior Family Wealth Director), R••••••• L•••••• (Investment Management), K•••••• E••••• C•••••• I•• (Owner/coo), J••• A•••• C••••••••• (Owner/cco).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan