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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 1b 10b

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD 290043

KANSAS CITY, MO

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:3df9d5ed-8d8c-e0e4-351d-6d7145754def

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 156
Dated events: 40
On other graphs: 0
Observed: Sep 29, 2017 to Mar 31, 2026
22 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: broker-dealer affiliated wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=82.0
Regulatory AUM: $2.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.3B
Private client RAUM: $2.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 64
RAUM per advisor: $36.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 105
Advisory employees: 0
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 6,678
Individual clients: 4,098
SEC number: 801-111963
CRD: 290043
Filings on the tape: 22
First filed: Sep 29, 2017
Latest filed: Mar 31, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 65

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MELISSA GAIL OHLER	n/a	Overland Park, KS \| KANSAS CITY, MO	8	16	n/a	yes
AMY LEITNER ALLEY	n/a	Olathe, KS \| Leawood, KS	8	24	1	yes
KATHERINE CHARLENE CARTER	n/a	KANSAS CITY, MO \| Kansas City, MO	8	32	1	yes
NEAL CHRISTOPHER DOLBEARE	n/a	Parkville, MO \| KANSAS CITY, MO	8	23	2	yes
DUONG TRUONG TRAN	Certified Financial Planner	SAN JOSE, CA	8	20	3	yes
JASON DUC TRONG KIEU NGUYEN	n/a	KANSAS CITY, MO \| Kansas City, MO	8	13	n/a	yes
KRISTI L LAING	n/a	Bonner Springs, KS \| KANSAS CITY, MO	8	11	n/a	yes
Addison Cole Tantillo	n/a	KANSAS CITY, MO	7	14	n/a	yes
JOSHUA SHELDON FREEBORN	n/a	Concordia, KS	7	12	1	yes
Samuel Phillip Davis	n/a	Leawood, KS \| Kansas City, MO \| OLATHE, KS	6	22	3	yes
RYAN D ADAMS	n/a	KANSAS CITY, MO \| Shawnee, KS	6	18	n/a	yes
William Michael Cox	n/a	KANSAS CITY, MO \| Kansas City, MO	6	15	n/a	yes
MICHAEL G ROSE	Chartered Financial Analyst	KANSAS CITY, MO \| SHAWNEE, KS	6	20	n/a	yes
JOSEPH PATRICK THOMAS	n/a	LEES SUMMIT, MO \| KANSAS CITY, MO	6	15	n/a	yes
CHRISTIAN M GOODMAN	n/a	KANSAS CITY, MO \| LEE'S SUMMIT, MO	6	12	1	yes
THOMAS JAMES MCLAURY	n/a	KANSAS CITY, MO	6	20	n/a	yes
JONATHAN BELAY	n/a	TORRANCE, CA	6	12	2	yes
James Richard Merdian	n/a	BLUE SPRINGS, MO \| KANSAS CITY, MO	6	12	n/a	yes
RACHEL Ann MCLAIN	n/a	KANSAS CITY, MO \| Lees Summit, MO	5	14	n/a	yes
David Stephen Tondreault	n/a	St. Petersburg, FL	5	22	2	yes
Christopher J Sexton	n/a	Geneva, IL	5	20	1	yes
Page McGowan Avazpour	n/a	KANSAS CITY, MO \| Overland Park, KS	4	11	n/a	yes
SARAH MARIE PEDERSEN	n/a	KANSAS CITY, MO \| SMITHVILLE, MO	4	12	n/a	yes
James Joseph Barenberg	n/a	KANSAS CITY, MO \| Overland Park, KS	4	12	n/a	yes
Zachary Oscar Roth	n/a	Kansas City, MO \| KANSAS CITY, MO	4	14	n/a	yes

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
AMERICAN CENTURY COMPANIES, INC.	Shareholder	E	yes	08/2017	Mar 31, 2026	Mar 31, 2026
BANNIGAN, PATRICK, THOMAS	CHIEF FINANCIAL OFFICER	Na	yes	08/2017	Mar 31, 2026	Mar 31, 2026
BONDER, DONALD, JOSEPH	Director	Na	yes	09/2024	Mar 31, 2026	Mar 31, 2026
LUCHINSKY, RICHARD, TODD	President	Na	yes	10/2025	Mar 31, 2026	Mar 31, 2026
RICHARDSON, DANIEL, K	Director	Na	yes	08/2017	Mar 31, 2026	Mar 31, 2026
SHELTON, AMY, DIANE	CHIEF COMPLIANCE OFFICER	Na	yes	08/2017	Mar 31, 2026	Mar 31, 2026
Tondreault, David, Stephen	Director	Na	yes	02/2022	Mar 31, 2026	Mar 31, 2026
SCHULTZ, JOSEPH, GERARD	President	Na	yes	06/2018	Jun 11, 2018	Nov 7, 2024
STOWERS INSTITUTE FOR MEDICAL RESEARCH	SHAREHOLDER OF CLASS B SHARES	C	yes	11/2011	Sep 29, 2017	Nov 7, 2024
STOWERS RESOURCE MANAGEMENT, INC.	SHAREHOLDER OF CLASS A SHARES	C	yes	08/2008	Sep 29, 2017	Nov 7, 2024
NOMURA AM HOLDINGS USA, LLC	SHAREHOLDER OF CLASS A SHARES	C	no	05/2016	Sep 29, 2017	Nov 7, 2024
NOMURA HOLDING AMERICA INC.	Member	E	no	12/2015	Sep 29, 2017	Nov 7, 2024
NOMURA HOLDINGS, INC.	Shareholder	E	no	04/1989	Sep 29, 2017	Nov 7, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	n/a	Asset manager	$306B	N	yes	n/a
AMERICAN CENTURY INVESMTMENT MANAGEMENT (AU) PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
AMERICAN CENTURY INVESMTMENTS (EU) GMBH	n/a	n/a	n/a	N	yes	n/a
AMERICAN CENTURY INVESTMENT MANAGEMENT (ASIA PACIFIC) LIMITED	n/a	n/a	n/a	N	yes	n/a
AMERICAN CENTURY INVESTMENT MANAGEMENT (UK) LIMITED	n/a	n/a	n/a	N	yes	n/a
AMERICAN CENTURY INVESTMENT SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
AMERICAN CENTURY PRIVATE INVESTMENTS GP I, LLC	n/a	n/a	n/a	N	yes	n/a
AMERICAN CENTURY PRIVATE INVESTMENTS GP II. LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Leawood	Ks	United States	3	yes
SANTA CLARA	CA	United States	2	yes
KANSAS CITY	Mo	United States	1	yes
Morristown	Nj	United States	1	yes
NEW YORK	NY	United States	1	yes

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	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.3B	$2.3B	105	5	n/a	n/a
2024	Mar 31, 2025	$2.0B	$2.0B	94	5	n/a	n/a
2023	Mar 28, 2024	$1.9B	$1.9B	102	5	n/a	n/a
2022	Mar 31, 2023	$1.5B	$1.5B	82	2	n/a	n/a
2021	Mar 30, 2022	$1.5B	$1.5B	77	2	n/a	n/a
2020	Mar 31, 2021	$1.3B	$1.3B	85	3	n/a	n/a
2019	Mar 27, 2020	$550M	$550M	88	3	n/a	n/a
2018	Mar 28, 2019	$270M	$270M	78	3	n/a	n/a
2017	Mar 29, 2018	$6.1M	$6.1M	42	3	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
3	9	-6	14.1%	1	2	0	10	25

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	$2.3B	$2.0B	17.4%	$1.5B	16.2%	105	94	5	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GREENUP STREET WEALTH MANAGEMENT LLC	2	May 4, 2021	Jul 7, 2021	KANSAS CITY, MO	Team lift out	Ibd to RIA	3.9%
EMPOWER ADVISORY GROUP, LLC	2	Jun 1, 2020	Jul 8, 2020	KANSAS CITY, MO	Team lift out	Other	4.7%
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	2	Mar 18, 2019	May 14, 2019	KANSAS CITY, MO	Team lift out	RIA to wirehouse	5.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SCOTTRADE INVESTMENT MANAGEMENT	2	Mar 7, 2018	Apr 24, 2023	SAINT LOUIS, MO	Team lift out	Ibd to new firm	0.6%

Relationships

showing 80 of 156

Registered with (75)

← Ted KourisAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Trevaun SuggsAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Brian HawkinsAdvisorregistration: current employment
Jun 4, 2026 to presentfactForm ADV
← Elena Marie BoneAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Audrie Nicole PattonAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← Benjamin Sami JollesAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← Grace Catherine MayhewAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Gage Lorenzo AtwoodAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← Matthew Gerald LordAdvisorregistration: current employment
Feb 25, 2026 to presentfactForm ADV
← Brendan RyanAdvisorregistration: current employment
Feb 20, 2026 to presentfactForm ADV
← DAVID STERLING ARNOLDAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Nicholas Scott VenaAdvisorregistration: current employment
Nov 18, 2025 to presentfactForm ADV
← Andrew Lowell OsborneAdvisorregistration: current employment
Aug 28, 2025 to presentfactForm ADV
← Lainie Pasquini HenrichAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← Collin JasperAdvisorregistration: current employment
Aug 22, 2025 to presentfactForm ADV
← Kristi Dawn DavenportAdvisorregistration: current employment
Jun 14, 2025 to presentfactForm ADV
← Tylor Wayne MensikAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV
← Orlando David MartinezAdvisorregistration: current employment
Mar 26, 2025 to presentfactForm ADV
← Desiree PorterAdvisorregistration: current employment
Mar 14, 2025 to presentfactForm ADV
← Ryan McLaughlinAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← STEPHEN CLARK VAUGHNAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← Andrew HirsteinAdvisorregistration: current employment
Oct 28, 2024 to presentfactForm ADV
← Kenrick ThompsonAdvisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV
← APRIL NICOLE WATKINSAdvisorregistration: current employment
Oct 4, 2024 to presentfactForm ADV
← Charisa Nicole DoddAdvisorregistration: current employment
Sep 13, 2024 to presentfactForm ADV
← JESSICA LYNN GIANNOLAAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV
← Joseph Hunter NiblockAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV
← Katie Lynn FisherAdvisorregistration: current employment
Aug 4, 2023 to presentfactForm ADV
← Austin DassAdvisorregistration: current employment
Jun 14, 2023 to presentfactForm ADV
← Kory Glendon KlossnerAdvisorregistration: current employment
Apr 24, 2023 to presentfactForm ADV
and 45 more

Affiliated with (2)

→ AMERICAN CENTURY INVESTMENT MANAGEMENT INCRegistered adviserother investment adviser, common control
factForm ADV
← AMERICAN CENTURY INVESTMENT MANAGEMENT INCRegistered adviserother investment adviser, common control
factForm ADV

Moved with (1)

→ CREATIVE PLANNINGRegistered adviser2 advisors, team lift out, same day
Feb 17, 2026 to Mar 6, 2026factForm ADV

Controls (2)

← BANNIGAN, PATRICK, THOMASOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 29, 2017 to Nov 7, 2024factForm ADV
← BONDER, DONALD, JOSEPHOwnerDIRECTOR, ownership code NA, individual
Nov 7, 2024 to Nov 7, 2024factForm ADV

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 1, 2026
Advisor changed firm
Rowland Pepito left American Century Investments Private Client Group, Inc. for Wealth Enhancement Advisory Services, Llc (registered 2026-08-19)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2026
Advisor changed firm
Marquise Simmons left American Century Investments Private Client Group, Inc. for Prairie Capital Management Group, Llc (registered 2026-09-11)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2026
Advisor changed firm
Hunter Dean Cole left American Century Investments Private Client Group, Inc. for Hightower Advisors, Llc (registered 2026-05-26)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2026
Advisor changed firm
Samuel Allan Heggs left American Century Investments Private Client Group, Inc. for Raymond James Financial Services Advisors, Inc (registered 2026-04-13)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Mason Mead left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2026-03-06)
Form ADVobserved 4 days ago
Occurred
Feb 17, 2026
Advisor changed firm
Zachary Joseph Shahrokhi left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2026-02-18)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Sean Findley left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2026-01-07)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Jon William Munro left American Century Investments Private Client Group, Inc. for Fisher Investments (registered 2026-01-20)
Form ADVobserved 4 days ago
Occurred
Dec 22, 2025
Advisor changed firm
Chase Thomas Keeler left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2025-12-08)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2025
Advisor changed firm
Sylvester Carl Byrd left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2025-04-16)
Form ADVobserved 4 days ago
Occurred
Jan 21, 2025
Advisor changed firm
Austin Lee Hinck left American Century Investments Private Client Group, Inc. for Creative Planning (registered 2025-01-14)
Form ADVobserved 4 days ago
Occurred
Nov 7, 2024
Control person left
J Douglas Comer (Director) no longer on Schedule A of American Century Investments Private Client Group, Inc. (listed 2024-04-05, absent 2024-11-07)
Form ADVobserved 3 days ago
Occurred
Nov 7, 2024
Control person joined
Joseph Donald Bonder (Director) appeared on Schedule A of American Century Investments Private Client Group, Inc.
Form ADVobserved 3 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Eric Daniel Martinez left American Century Investments Private Client Group, Inc. for Lpl Financial Llc (registered 2024-08-30)
Form ADVobserved 4 days ago
Occurred
Sep 3, 2024
Advisor changed firm
Christopher Douglas Goodwin left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-08-16)
Form ADVobserved 4 days ago
Occurred
Jul 16, 2024
Advisor changed firm
Ryan Douglas Heidenreich left American Century Investments Private Client Group, Inc. for Sunpointe Investments (registered 2024-07-12)
Form ADVobserved 3 days ago
Occurred
Jul 16, 2024
Advisor changed firm
Johnathan Bruce Works left American Century Investments Private Client Group, Inc. for Raymond James Financial Services Advisors, Inc (registered 2024-07-08)
Form ADVobserved 4 days ago
Occurred
Jun 17, 2024
Advisor changed firm
Jody Lynne Brunsvold left American Century Investments Private Client Group, Inc. for Wells Fargo Advisors (registered 2025-10-16)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2024
Advisor changed firm
Scott A. Eastman left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-05-17)
Form ADVobserved 4 days ago
Occurred
May 22, 2024
Advisor changed firm
Dylan Michael Pollock left American Century Investments Private Client Group, Inc. for Rsg Investments Llc (registered 2025-10-06)
Form ADVobserved 4 days ago
Occurred
May 1, 2024
Advisor changed firm
Alec Michael Barber left American Century Investments Private Client Group, Inc. for Empower Advisory Group, Llc (registered 2024-06-18)
Form ADVobserved 4 days ago
Occurred
May 1, 2024
Advisor changed firm
Corbin Alexander Menke left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-04-24)
Form ADVobserved 4 days ago
Occurred
May 1, 2024
Advisor changed firm
Brian C Mayfield left American Century Investments Private Client Group, Inc. for Focus Partners Wealth, Llc (registered 2024-07-16)
Form ADVobserved 3 days ago
Occurred
Apr 16, 2024
Advisor changed firm
Lainie Pasquini Henrich left American Century Investments Private Client Group, Inc. for Copper Financial (registered 2024-04-17)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
American Century Investments Private Client Group, Inc. reported RAUM $1.9B, up 25% from $1.5B (2023-03-31 to 2024-03-28)
Form ADVobserved 3 days ago
$379M
Occurred
Mar 19, 2024
Advisor changed firm
Salvatore Charles Arnone left American Century Investments Private Client Group, Inc. for Copper Financial (registered 2024-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2024
Advisor changed firm
Steven Allen Pugh left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-05-30)
Form ADVobserved 3 days ago
Occurred
Dec 1, 2023
Advisor changed firm
Troy C Bergeron left American Century Investments Private Client Group, Inc. for Edward Jones (registered 2024-11-18)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2023
Advisor changed firm
William Chase Riddle left American Century Investments Private Client Group, Inc. for Charles Schwab & Co., Inc. (registered 2023-04-19)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Jack Joseph Donovan left American Century Investments Private Client Group, Inc. for Stifel, Nicolaus & Company, Incorporated (registered 2023-03-21)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Wayne Park (Director) no longer on Schedule A of American Century Investments Private Client Group, Inc. (listed 2023-01-11, absent 2023-03-31)
Form ADVobserved 3 days ago
Occurred
Dec 15, 2022
Advisor changed firm
Gabriel David Harrington left American Century Investments Private Client Group, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-06-15)
Form ADVobserved 4 days ago
Occurred
Dec 1, 2022
Advisor changed firm
Nicholas Marlo left American Century Investments Private Client Group, Inc. for Copper Financial (registered 2022-12-08)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Advisor changed firm
Nicholas Sean Crippen left American Century Investments Private Client Group, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-09-26)
Form ADVobserved 4 days ago

Show 6 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Kristi Dawn Davenport no longer holds an investment adviser registration (last listed at American Century Investments Private Client Group, Inc. on the 2026-09-16 feed)
Occurred
Sep 15, 2026
Harrison Dill added a TX registration at American Century Investments Private Client Group, Inc.
Occurred
Sep 14, 2026
Harrison Dill registered as an investment adviser representative at American Century Investments Private Client Group, Inc.
Occurred
Sep 14, 2026
Harrison Dill added a MO registration at American Century Investments Private Client Group, Inc.
Occurred
Sep 14, 2026
Harrison Dill added a KS registration at American Century Investments Private Client Group, Inc.
Occurred
Mar 28, 2024
American Century Investments Private Client Group, Inc. reported 59 state-registered advisory representatives, up from 45 (2023-03-31 to 2024-03-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3df9d5ed-8d8c-e0e4-351d-6d7145754def
First observed: Sep 29, 2017
Last observed: Mar 31, 2026 5 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.

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD 290043

KANSAS CITY, MO

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:3df9d5ed-8d8c-e0e4-351d-6d7145754def

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MELISSA GAIL OHLER

n/a

Overland Park, KS | KANSAS CITY, MO

n/a

yes

AMY LEITNER ALLEY

n/a

Olathe, KS | Leawood, KS

yes

KATHERINE CHARLENE CARTER

n/a

KANSAS CITY, MO | Kansas City, MO

yes

NEAL CHRISTOPHER DOLBEARE

n/a

Parkville, MO | KANSAS CITY, MO

yes

DUONG TRUONG TRAN

Certified Financial Planner

SAN JOSE, CA

yes

JASON DUC TRONG KIEU NGUYEN

n/a

KANSAS CITY, MO | Kansas City, MO

n/a

yes

KRISTI L LAING

n/a

Bonner Springs, KS | KANSAS CITY, MO

n/a

yes

Addison Cole Tantillo

n/a

KANSAS CITY, MO

n/a

yes

JOSHUA SHELDON FREEBORN

n/a

Concordia, KS

yes

Samuel Phillip Davis

n/a

Leawood, KS | Kansas City, MO | OLATHE, KS

yes

RYAN D ADAMS

n/a

KANSAS CITY, MO | Shawnee, KS

n/a

yes

William Michael Cox

n/a

KANSAS CITY, MO | Kansas City, MO

n/a

yes

MICHAEL G ROSE

Chartered Financial Analyst

KANSAS CITY, MO | SHAWNEE, KS

n/a

yes

JOSEPH PATRICK THOMAS

n/a

LEES SUMMIT, MO | KANSAS CITY, MO

n/a

yes

CHRISTIAN M GOODMAN

n/a

KANSAS CITY, MO | LEE'S SUMMIT, MO

yes

THOMAS JAMES MCLAURY

n/a

KANSAS CITY, MO

n/a

yes

JONATHAN BELAY

n/a

TORRANCE, CA

yes

James Richard Merdian

n/a

BLUE SPRINGS, MO | KANSAS CITY, MO

n/a

yes

RACHEL Ann MCLAIN

n/a

KANSAS CITY, MO | Lees Summit, MO

n/a

yes

David Stephen Tondreault

n/a

St. Petersburg, FL

yes

Christopher J Sexton

n/a

Geneva, IL

yes

Page McGowan Avazpour

n/a

KANSAS CITY, MO | Overland Park, KS

n/a

yes

SARAH MARIE PEDERSEN

n/a

KANSAS CITY, MO | SMITHVILLE, MO

n/a

yes

James Joseph Barenberg

n/a

KANSAS CITY, MO | Overland Park, KS

n/a

yes

Zachary Oscar Roth

n/a

Kansas City, MO | KANSAS CITY, MO

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMERICAN CENTURY COMPANIES, INC.

Shareholder

yes

08/2017

Mar 31, 2026

BANNIGAN, PATRICK, THOMAS

CHIEF FINANCIAL OFFICER

yes

08/2017

Mar 31, 2026

BONDER, DONALD, JOSEPH

Director

yes

09/2024

Mar 31, 2026

LUCHINSKY, RICHARD, TODD

President

yes

10/2025

Mar 31, 2026

RICHARDSON, DANIEL, K

Director

yes

08/2017

Mar 31, 2026

SHELTON, AMY, DIANE

CHIEF COMPLIANCE OFFICER

yes

08/2017

Mar 31, 2026

Tondreault, David, Stephen

Director

yes

02/2022

Mar 31, 2026

SCHULTZ, JOSEPH, GERARD

President

yes

06/2018

Jun 11, 2018

Nov 7, 2024

STOWERS INSTITUTE FOR MEDICAL RESEARCH

SHAREHOLDER OF CLASS B SHARES

yes

11/2011

Sep 29, 2017

Nov 7, 2024

STOWERS RESOURCE MANAGEMENT, INC.

SHAREHOLDER OF CLASS A SHARES

yes

08/2008

Sep 29, 2017

Nov 7, 2024

NOMURA AM HOLDINGS USA, LLC

SHAREHOLDER OF CLASS A SHARES

05/2016

Sep 29, 2017

Nov 7, 2024

NOMURA HOLDING AMERICA INC.

Member

12/2015

Sep 29, 2017

Nov 7, 2024

NOMURA HOLDINGS, INC.

Shareholder

04/1989

Sep 29, 2017

Nov 7, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

n/a

Asset manager

$306B

yes

n/a

AMERICAN CENTURY INVESMTMENT MANAGEMENT (AU) PTY LIMITED

n/a

yes

n/a

AMERICAN CENTURY INVESMTMENTS (EU) GMBH

n/a

yes

n/a

AMERICAN CENTURY INVESTMENT MANAGEMENT (ASIA PACIFIC) LIMITED

n/a

yes

n/a

AMERICAN CENTURY INVESTMENT MANAGEMENT (UK) LIMITED

n/a

yes

n/a

AMERICAN CENTURY INVESTMENT SERVICES, INC.

n/a

yes

n/a

AMERICAN CENTURY PRIVATE INVESTMENTS GP I, LLC

n/a

yes

n/a

AMERICAN CENTURY PRIVATE INVESTMENTS GP II. LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Leawood

United States

yes

SANTA CLARA

United States

yes

KANSAS CITY

United States

yes

Morristown

United States

yes

NEW YORK

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.3B

105

n/a

2024

Mar 31, 2025

$2.0B

n/a

2023

Mar 28, 2024

$1.9B

102

n/a

2022

Mar 31, 2023

$1.5B

n/a

2021

Mar 30, 2022

$1.5B

n/a

2020

Mar 31, 2021

$1.3B

n/a

2019

Mar 27, 2020

$550M

n/a

2018

Mar 28, 2019

$270M

n/a

2017

Mar 29, 2018

$6.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

14.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.3B

$2.0B

17.4%

$1.5B

16.2%

105

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GREENUP STREET WEALTH MANAGEMENT LLC

May 4, 2021

Jul 7, 2021

KANSAS CITY, MO

Team lift out

Ibd to RIA

3.9%

EMPOWER ADVISORY GROUP, LLC

Jun 1, 2020

Jul 8, 2020

KANSAS CITY, MO

Team lift out

Other

4.7%

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 18, 2019

May 14, 2019

KANSAS CITY, MO

Team lift out

RIA to wirehouse

5.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SCOTTRADE INVESTMENT MANAGEMENT

Mar 7, 2018

Apr 24, 2023

SAINT LOUIS, MO

Team lift out

Ibd to new firm

0.6%