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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

POSTROCK PARTNERS LLC

CRD 328865

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f778b3e-9ddb-8e10-b635-318985d66431

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Oct 31, 2023 to May 5, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.23 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $489MItem 5.F on the latest filing (2026-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $456M
Private client RAUM: $114MderivedItem 5.D individuals plus high net worth individuals
Private client share: 23%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $97.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 77
High net worth clients: 19
Custody, client assets: $388M
SEC number: 801-129138
CRD: 328865
Filings on the tape: 17
First filed: Oct 31, 2023
Latest filed: May 5, 2026
Organised: Limited Liability Company, KS
Website: postrockpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADLEY DEAN SCOTT	Certified Financial Planner	OVERLAND PARK, KS	2	15	1	no
TIMOTHY AARON DREILING	Chartered Financial Analyst	OVERLAND PARK, KS	2	32	n/a	no
CHAD MICHAEL TREASTER	n/a	OVERLAND PARK, KS	2	25	n/a	no
Katherine Elizabeth Queen	n/a	OVERLAND PARK, KS	2	12	n/a	no
JASON CHRISTOPHER IMLAY	Certified Financial Planner	OVERLAND PARK, KS	0	26	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DREILING, TIMOTHY, AARON	CHIEF INVESTMENT OFFICER	C	yes	12/2023	Dec 5, 2023	Oct 3, 2024
SCOTT, BRADLEY, DEAN	PRESIDENT AND CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER	D	yes	10/2023	Oct 31, 2023	Oct 3, 2024
TREASTER, CHAD, MICHAEL	Partner	A	yes	01/2024	Mar 26, 2024	Oct 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 24, 2026	$489M	$456M	4	4	n/a	n/a
2024	Mar 28, 2025	$450M	$420M	6	4	n/a	n/a
2023	Mar 26, 2024	$368M	$368M	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$489M	$450M	8.8%	n/a	n/a	5	6	0	0

Relationships

Registered with (5)

← JASON CHRISTOPHER IMLAYAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← Katherine Elizabeth QueenAdvisorregistration: current employment
Jul 13, 2024 to presentfactForm ADV
← CHAD MICHAEL TREASTERAdvisorregistration: current employment
Jun 14, 2024 to presentfactForm ADV
← TIMOTHY AARON DREILINGAdvisorregistration: current employment
Dec 13, 2023 to presentfactForm ADV
← BRADLEY DEAN SCOTTAdvisorregistration: current employment
Dec 11, 2023 to presentfactForm ADV

Controls (3)

← SCOTT, BRADLEY, DEANOwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Oct 31, 2023 to Oct 3, 2024factForm ADV
← DREILING, TIMOTHY, AARONOwnerCHIEF INVESTMENT OFFICER, ownership code C, individual
Dec 5, 2023 to Oct 3, 2024factForm ADV
← TREASTER, CHAD, MICHAELOwnerPARTNER, ownership code A, individual
Mar 26, 2024 to Oct 3, 2024factForm ADV

Dated events

Occurred
Mar 26, 2024
Control person joined
Michael Chad Treaster (Partner) appeared on Schedule A of Postrock Partners Llc
Form ADVobserved 6 days ago
Occurred
Dec 5, 2023
Control person joined
Aaron Timothy Dreiling (Chief Investment Officer) appeared on Schedule A of Postrock Partners Llc
Form ADVobserved 6 days ago
Occurred
Oct 31, 2023
First Form ADV filing
Postrock Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f778b3e-9ddb-8e10-b635-318985d66431
First observed: Oct 31, 2023
Last observed: May 5, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

POSTROCK PARTNERS LLC

CRD 328865

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2f778b3e-9ddb-8e10-b635-318985d66431

Data as of May 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADLEY DEAN SCOTT

Certified Financial Planner

OVERLAND PARK, KS

TIMOTHY AARON DREILING

Chartered Financial Analyst

OVERLAND PARK, KS

n/a

CHAD MICHAEL TREASTER

n/a

OVERLAND PARK, KS

n/a

Katherine Elizabeth Queen

n/a

OVERLAND PARK, KS

n/a

JASON CHRISTOPHER IMLAY

Certified Financial Planner

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DREILING, TIMOTHY, AARON

CHIEF INVESTMENT OFFICER

yes

12/2023

Dec 5, 2023

Oct 3, 2024

SCOTT, BRADLEY, DEAN

PRESIDENT AND CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER

yes

10/2023

Oct 31, 2023

Oct 3, 2024

TREASTER, CHAD, MICHAEL

Partner

yes

01/2024

Mar 26, 2024

Oct 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$489M

$456M

n/a

2024

Mar 28, 2025

$450M

$420M

n/a

2023

Mar 26, 2024

$368M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$489M

$450M

8.8%

n/a