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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SAMSON CAPITAL MANAGEMENT, LLC

CRD 150313

LEAWOOD, 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:7ac90dae-1675-f11d-3d0e-d284367c3c1f

Data as of May 24, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2012 to May 24, 2019
11 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: $90.8MItem 5.F on the latest filing (2019-05-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $90.8M
Private client RAUM: $21.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 24%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 48
Individual clients: 13
High net worth clients: 28
SEC number: 801-70176
CRD: 150313
Filings on the tape: 11
First filed: Jan 30, 2012
Latest filed: May 24, 2019
Organised: Limited Liability Company, Missouri

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
BREUCKMANN, PAMELA, ANN	MANAGING MEMBER; PRESIDENT; CHIEF OPERATING OFFICER	B	yes	05/2009	Jan 30, 2012	May 24, 2019
FERRELL, JAMES, EDWIN	Trustee	F	yes	05/1978	Jan 30, 2012	May 24, 2019
JAMES E. FERRELL REVOCABLE TRUST	Member	D	yes	01/2008	Jan 30, 2012	May 24, 2019
MESSERLY, JASON, CRAIG	CHIEF COMPLIANCE OFFICER	Na	yes	07/2016	Mar 28, 2017	May 24, 2019
OBERTOP, REMCO, MARCEL	MANAGING MEMBER; EXECUTIVE VICE PRESIDENT; PORTFOLIO MANAGER	B	yes	05/2009	Jan 30, 2012	May 24, 2019

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
JAMES E. FERRELL REVOCABLE TRUST	n/a	n/a	n/a	Y	no	n/a
KCB BANK	n/a	n/a	n/a	N	yes	n/a
MOSAIC, 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
2018	Mar 26, 2019	$73.2M	$73.2M	5	3	0	n/a	n/a
2017	Mar 29, 2018	$93.9M	$93.9M	5	3	0	n/a	n/a
2016	Mar 28, 2017	$118M	$118M	5	1	n/a	n/a	n/a
2015	Mar 24, 2016	$145M	$145M	5	3	n/a	n/a	n/a
2014	Mar 26, 2015	$196M	$196M	6	3	n/a	n/a	n/a
2013	Mar 12, 2014	$161M	$161M	5	2	n/a	n/a	n/a
2012	Mar 7, 2013	$120M	$120M	5	2	n/a	n/a	n/a
2011	Jan 30, 2012	$108M	$108M	n/a	n/a	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
2018	$90.8M	$93.9M	-3.3%	$145M	-14.5%	5	5	0	0

Relationships

Controls (5)

← FERRELL, JAMES, EDWINOwnerTRUSTEE, ownership code F, individual
Jan 30, 2012 to presentfactForm ADV
← MESSERLY, JASON, CRAIGOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2017 to presentfactForm ADV
← BREUCKMANN, PAMELA, ANNOwnerMANAGING MEMBER; PRESIDENT; CHIEF OPERATING OFFICER, ownership code B, individual
Jan 30, 2012 to presentfactForm ADV
← OBERTOP, REMCO, MARCELOwnerMANAGING MEMBER; EXECUTIVE VICE PRESIDENT; PORTFOLIO MANAGER, ownership code B, individual
Jan 30, 2012 to presentfactForm ADV
← JAMES E. FERRELL REVOCABLE TRUSTOwnerMEMBER, ownership code D, domestic entity
Jan 30, 2012 to presentfactForm ADV

Registered with (2)

← Nathan Michael WehrmanAdvisorregistration: previous registration
Aug 29, 2017 to Nov 4, 2019factForm ADV
← RACHEL ELIZABETH KOTUBEYAdvisorregistration: previous registration
Aug 8, 2013 to Jan 29, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ac90dae-1675-f11d-3d0e-d284367c3c1f
First observed: Jan 30, 2012
Last observed: May 24, 2019 89 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.

SAMSON CAPITAL MANAGEMENT, LLC

CRD 150313

LEAWOOD, 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:7ac90dae-1675-f11d-3d0e-d284367c3c1f

Data as of May 24, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:18 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BREUCKMANN, PAMELA, ANN

MANAGING MEMBER; PRESIDENT; CHIEF OPERATING OFFICER

yes

05/2009

Jan 30, 2012

May 24, 2019

FERRELL, JAMES, EDWIN

Trustee

yes

05/1978

Jan 30, 2012

May 24, 2019

JAMES E. FERRELL REVOCABLE TRUST

Member

yes

01/2008

Jan 30, 2012

May 24, 2019

MESSERLY, JASON, CRAIG

CHIEF COMPLIANCE OFFICER

yes

07/2016

Mar 28, 2017

May 24, 2019

OBERTOP, REMCO, MARCEL

MANAGING MEMBER; EXECUTIVE VICE PRESIDENT; PORTFOLIO MANAGER

yes

05/2009

Jan 30, 2012

May 24, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JAMES E. FERRELL REVOCABLE TRUST

n/a

KCB BANK

n/a

yes

n/a

MOSAIC, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 26, 2019

$73.2M

n/a

2017

Mar 29, 2018

$93.9M

n/a

2016

Mar 28, 2017

$118M

n/a

2015

Mar 24, 2016

$145M

n/a

2014

Mar 26, 2015

$196M

n/a

2013

Mar 12, 2014

$161M

n/a

2012

Mar 7, 2013

$120M

n/a

2011

Jan 30, 2012

$108M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$90.8M

$93.9M

-3.3%

$145M

-14.5%