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CRD 172646
BARTLESVILLE, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JON AUBREY NETTLES | Certified Financial Planner | BARTLESVILLE, OK | Bartlesville, OK | 9 | 24 | 5 | no |
| LUCAS ELI NETTLES | Certified Financial Planner | BARTLESVILLE, OK | 7 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KMN SERVICES, LP | Owner | E | yes | 10/2014 | Sep 4, 2026 | Sep 4, 2026 |
| NETTLES, JON, AUBREY | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2022 | Sep 4, 2026 | Sep 4, 2026 |
| NETTLES, LUCAS, ELI | PRESIDENT / CHIEF COMPLIANCE OFFICER | Na | yes | 03/2024 | Sep 4, 2026 | Sep 4, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 10, 2026 | $135M | $120M | 3 | 2 | 0 | n/a | n/a |
| 2024 | Apr 29, 2025 | $119M | $106M | 4 | 3 | 1 | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 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 | $135M | $119M | 14.2% | n/a | n/a | 3 | 4 | 0 | 1 |