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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

CRD 168246

LAWRENCE, 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:4e6d9329-46b3-8a18-a41c-4968075098fe

Data as of Mar 21, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Jul 22, 2013 to Mar 21, 2024
21 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $441MItem 5.F on the latest filing (2024-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $394M
Private client RAUM: $373MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,242
Individual clients: 329
High net worth clients: 140
Custody, client assets: $33.5M
SEC number: 801-78373
CRD: 168246
Filings on the tape: 21
First filed: Jul 22, 2013
Latest filed: Mar 21, 2024
Organised: Limited Liability Company, Kansas

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
DUNCAN, DONALD, DWAYNE	MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	08/2013	Aug 30, 2013	Mar 21, 2024
EDMONDS, JASON, STEPHEN	Member	D	yes	08/2013	Aug 30, 2013	Mar 21, 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
EDMONDS DUNCAN INSURANCE AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a

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	Offices	Private funds	Fund GAV
2023	Mar 21, 2024	$441M	$394M	6	4	0	n/a	n/a
2022	Mar 23, 2023	$369M	$303M	5	3	0	n/a	n/a
2021	Feb 28, 2022	$432M	$357M	6	3	0	n/a	n/a
2020	Feb 23, 2021	$354M	$281M	6	4	0	n/a	n/a
2019	Mar 6, 2020	$322M	$239M	6	4	0	n/a	n/a
2018	Feb 26, 2019	$270M	$201M	5	3	0	n/a	n/a
2017	Feb 27, 2018	$278M	$201M	4	2	0	n/a	n/a
2016	Mar 1, 2017	$227M	$159M	4	2	n/a	n/a	n/a
2015	Mar 3, 2016	$193M	$137M	4	2	n/a	n/a	n/a
2014	Mar 14, 2015	$203M	$132M	5	3	n/a	n/a	n/a
2013	Mar 18, 2014	$178M	$105M	5	3	n/a	n/a	n/a

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
2023	$441M	$369M	19.4%	$354M	7.6%	6	5	0	0

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
CREATIVE PLANNING	4	Dec 5, 2024	Oct 9, 2024	LAWRENCE, KS	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (2)

← DUNCAN, DONALD, DWAYNEOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Aug 30, 2013 to presentfactForm ADV
← EDMONDS, JASON, STEPHENOwnerMEMBER, ownership code D, individual
Aug 30, 2013 to presentfactForm ADV

Registered with (4)

← DONALD DWAYNE DUNCANAdvisorregistration: previous registration
Aug 30, 2013 to Dec 10, 2024factForm ADV
← JASON STEPHEN EDMONDSAdvisorregistration: previous registration
Aug 30, 2013 to Dec 5, 2024factForm ADV
← PATRICK ALAN BROWNAdvisorregistration: previous registration
Oct 3, 2019 to Dec 5, 2024factForm ADV
← KEVIN TIETZAdvisorregistration: previous registration
Jul 25, 2023 to Dec 5, 2024factForm ADV

Moved with (1)

→ CREATIVE PLANNINGRegistered adviser4 advisors, firm absorbed
Dec 5, 2024 to Oct 9, 2024factForm ADV

Dated events

Occurred
Dec 10, 2024
Advisor changed firm
Donald Dwayne Duncan left Edmonds Duncan Registered Investment Advisors, Llc for Creative Planning (registered 2024-10-07)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2024
Firm absorbed
Edmonds Duncan Registered Investment Advisors, LLC's advisors moved to Creative Planning (Lawrence, KS): 4 of 4 registered, within 5 days
Form ADVobserved 4 days ago
4 advisors
Occurred
Dec 5, 2024
Advisor changed firm
Kevin Tietz left Edmonds Duncan Registered Investment Advisors, Llc for Creative Planning (registered 2024-10-07)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2024
Advisor changed firm
Patrick Alan Brown left Edmonds Duncan Registered Investment Advisors, Llc for Creative Planning (registered 2024-10-09)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2024
Advisor changed firm
Jason Stephen Edmonds left Edmonds Duncan Registered Investment Advisors, Llc for Creative Planning (registered 2024-10-04)
Form ADVobserved 5 days ago
Occurred
Jul 22, 2013
First Form ADV filing
Brandell Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e6d9329-46b3-8a18-a41c-4968075098fe
First observed: Jul 22, 2013
Last observed: Mar 21, 2024 30 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.

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

CRD 168246

LAWRENCE, 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:4e6d9329-46b3-8a18-a41c-4968075098fe

Data as of Mar 21, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:13 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUNCAN, DONALD, DWAYNE

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

08/2013

Aug 30, 2013

Mar 21, 2024

EDMONDS, JASON, STEPHEN

Member

yes

08/2013

Aug 30, 2013

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EDMONDS DUNCAN INSURANCE AGENCY, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 21, 2024

$441M

$394M

n/a

2022

Mar 23, 2023

$369M

$303M

n/a

2021

Feb 28, 2022

$432M

$357M

n/a

2020

Feb 23, 2021

$354M

$281M

n/a

2019

Mar 6, 2020

$322M

$239M

n/a

2018

Feb 26, 2019

$270M

$201M

n/a

2017

Feb 27, 2018

$278M

$201M

n/a

2016

Mar 1, 2017

$227M

$159M

n/a

2015

Mar 3, 2016

$193M

$137M

n/a

2014

Mar 14, 2015

$203M

$132M

n/a

2013

Mar 18, 2014

$178M

$105M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$441M

$369M

19.4%

$354M

7.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CREATIVE PLANNING

Dec 5, 2024

Oct 9, 2024

LAWRENCE, KS

Firm absorbed

RIA to RIA

100.0%