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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT, INC., CRD 123741

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:c23317ba-2df1-7bd4-7ab1-55f51f369328

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Nov 28, 2011 to Aug 17, 2026
29 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: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.03 institutional_share=0.06 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $269MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $269M
Private client RAUM: $242MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $33.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 863
Individual clients: 255
High net worth clients: 84
SEC number: 801-67482
CIK: 1535862
CRD: 123741
Filings on the tape: 29
First filed: Nov 28, 2011
Latest filed: Aug 17, 2026
Organised: Corporation, MO

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
BRET A. GUILLAUME	Certified Financial Planner	KANSAS CITY, MO	21	22	1	no
JAMES W MADER	Chartered Financial Consultant	KANSAS CITY, MO	21	31	1	no
MICHAEL LYNN BATSELL	n/a	LEANDER, TX	16	25	n/a	no
DANIEL BRUCE KENNEDY	n/a	KANSAS CITY, MO	16	16	n/a	no
MATTHEW WILLIAM STEVENS	n/a	KANSAS CITY, MO	12	45	1	yes
JOHN RUSSELL MARTIN	n/a	KANSAS CITY, MO	11	28	n/a	no
Kyle Andrew Sanders	n/a	KANSAS CITY, MO	10	15	n/a	no
LEANN KNUTH	n/a	Colorado Springs, CO \| KANSAS CITY, MO	2	15	1	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
GUILLAUME, BRET, A.	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	04/2005	Nov 28, 2011	Mar 8, 2024
MADER, JAMES, W	CHAIRMAN AND CEO	Na	yes	01/2005	Nov 28, 2011	Mar 8, 2024
Sanders, Kyle, Andrew	PORTFOLIO MANAGER	B	yes	01/2017	Nov 27, 2018	Mar 8, 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
MADER FINANCIAL GROUP, INC.	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
n/a	n/a	n/a	1	no

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
2025	Feb 23, 2026	$269M	$269M	10	9	2	n/a	n/a
2024	Feb 24, 2025	$221M	$221M	10	9	2	n/a	n/a
2023	Mar 8, 2024	$229M	$229M	10	10	2	n/a	n/a
2022	Feb 23, 2023	$215M	$215M	11	11	3	n/a	n/a
2021	Mar 10, 2022	$236M	$236M	11	11	3	n/a	n/a
2020	Mar 15, 2021	$203M	$202M	11	10	3	n/a	n/a
2019	Mar 12, 2020	$176M	$174M	11	11	3	n/a	n/a
2018	Mar 18, 2019	$165M	$161M	11	11	3	n/a	n/a
2017	Mar 1, 2018	$175M	$174M	12	11	3	n/a	n/a
2016	Mar 23, 2017	$160M	$160M	12	11	n/a	n/a	n/a
2015	Mar 7, 2016	$154M	$154M	11	9	n/a	n/a	n/a
2014	Mar 11, 2015	$160M	$158M	11	8	n/a	n/a	n/a
2013	Mar 19, 2014	$143M	$143M	11	7	n/a	n/a	n/a
2012	Mar 7, 2013	$112M	$112M	9	5	n/a	n/a	n/a
2011	Mar 19, 2012	$101M	$101M	n/a	n/a	n/a	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
0	0	0	0.0%	0	0	0	1	2

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	$269M	$221M	21.8%	$215M	7.8%	10	10	2	2

Relationships

Registered with (11)

← LEANN KNUTHAdvisorregistration: current employment
Jul 16, 2024 to presentfactForm ADV
← Kyle Andrew SandersAdvisorregistration: current employment
Oct 27, 2015 to presentfactForm ADV
← JOHN RUSSELL MARTINAdvisorregistration: current employment
Dec 23, 2014 to presentfactForm ADV
← MATTHEW WILLIAM STEVENSAdvisorregistration: current employment
Feb 13, 2014 to presentfactForm ADV
← DANIEL BRUCE KENNEDYAdvisorregistration: current employment
Apr 30, 2010 to presentfactForm ADV
← MICHAEL LYNN BATSELLAdvisorregistration: current employment
Jan 20, 2010 to presentfactForm ADV
← JAMES W MADERAdvisorregistration: current employment
Apr 21, 2005 to presentfactForm ADV
← BRET A. GUILLAUMEAdvisorregistration: current employment
Mar 30, 2005 to presentfactForm ADV
← Austin Grant HarrisonAdvisorregistration: previous registration
Sep 29, 2016 to Jul 1, 2024factForm ADV
← Taylor Alexandra GrahamAdvisorregistration: previous registration
Jan 18, 2019 to Jun 17, 2024factForm ADV
← MARCUS WAYNE GIBBENSAdvisorregistration: previous registration
Oct 22, 2016 to Mar 4, 2019factForm ADV

Controls (3)

← MADER, JAMES, WOwnerCHAIRMAN AND CEO, ownership code NA, individual
Nov 28, 2011 to Mar 8, 2024factForm ADV
← GUILLAUME, BRET, A.OwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Nov 28, 2011 to Mar 8, 2024factForm ADV
← Sanders, Kyle, AndrewOwnerPORTFOLIO MANAGER, ownership code B, individual
Nov 27, 2018 to Mar 8, 2024factForm ADV

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
Austin Grant Harrison left Mader & Shannon Wealth Management for Convergence Financial (registered 2024-07-05)
Form ADVobserved 6 days ago
Occurred
Jun 17, 2024
Advisor changed firm
Taylor Alexandra Graham left Mader & Shannon Wealth Management for Creative Planning (registered 2024-06-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c23317ba-2df1-7bd4-7ab1-55f51f369328
First observed: Nov 28, 2011
Last observed: Aug 17, 2026 35 days 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.

MADER & SHANNON WEALTH MANAGEMENT

MADER & SHANNON WEALTH MANAGEMENT, INC., CRD 123741

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:c23317ba-2df1-7bd4-7ab1-55f51f369328

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRET A. GUILLAUME

Certified Financial Planner

KANSAS CITY, MO

JAMES W MADER

Chartered Financial Consultant

KANSAS CITY, MO

MICHAEL LYNN BATSELL

n/a

LEANDER, TX

n/a

DANIEL BRUCE KENNEDY

n/a

KANSAS CITY, MO

n/a

MATTHEW WILLIAM STEVENS

n/a

KANSAS CITY, MO

yes

JOHN RUSSELL MARTIN

n/a

KANSAS CITY, MO

n/a

Kyle Andrew Sanders

n/a

KANSAS CITY, MO

n/a

LEANN KNUTH

n/a

Colorado Springs, CO | KANSAS CITY, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GUILLAUME, BRET, A.

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

04/2005

Nov 28, 2011

Mar 8, 2024

MADER, JAMES, W

CHAIRMAN AND CEO

yes

01/2005

Nov 28, 2011

Mar 8, 2024

Sanders, Kyle, Andrew

PORTFOLIO MANAGER

yes

01/2017

Nov 27, 2018

Mar 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MADER FINANCIAL GROUP, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$269M

n/a

2024

Feb 24, 2025

$221M

n/a

2023

Mar 8, 2024

$229M

n/a

2022

Feb 23, 2023

$215M

n/a

2021

Mar 10, 2022

$236M

n/a

2020

Mar 15, 2021

$203M

$202M

n/a

2019

Mar 12, 2020

$176M

$174M

n/a

2018

Mar 18, 2019

$165M

$161M

n/a

2017

Mar 1, 2018

$175M

$174M

n/a

2016

Mar 23, 2017

$160M

n/a

2015

Mar 7, 2016

$154M

n/a

2014

Mar 11, 2015

$160M

$158M

n/a

2013

Mar 19, 2014

$143M

n/a

2012

Mar 7, 2013

$112M

n/a

2011

Mar 19, 2012

$101M

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

$269M

$221M

21.8%

$215M

7.8%