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S••••••• F••••• O•••••

Multi-family office· Overland Park, KS

Multi-family office, based in Overland Park, KS.

Composed from this office's classification, location and record.

Decision makers
1 of 12
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$259M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Contact decision makersFind similar offices
1 export, up to 13 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 78 observations · 5 sourcesShow
Multi-family officeVerified Sep 13, 2026 (10 days ago)12 people · 0 investments · 79 public positions · 5 events

Why this class: Overland Park firm describing itself as a boutique m••••••••• o••••• managing the affairs of several families..

Direct investing
15
moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
••• Locked
Headquarters
Overland Park, KS
Office address
••• Locked
Business phone
••• Locked
Website
s••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $212M. Regulatory AUM $259M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$259M as of Apr 28, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jun 7, 2024 · 8 employeesFact
Client mix (Form ADV 5.D)
Individuals: 81 ($29.1M); Charitable organizations: 3 ($32.8M); High net worth individuals: 51 ($197M)Fact
Form 13F
$212M across 79 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%Overland Park firm describing itself as a boutique m••••••••• o••••• managing the affairs of several families.Factverifieds•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Team
12 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
R••••••• L••••••Investment ManagementDirect investments · investment decisionsnone on record
S•••••• H•••••••Compliance ConsultantOperations and finance
phone: ••• Locked (published by the subject, Apr 22, 2026)
phone: ••• Locked (published by the subject, Jul 24, 2026)
sec.gov Fact
C•••••• B•••President and Senior Family Wealth DirectorLeadershipnone on record
C••••• R••••••Family Wealth DirectorLeadershipnone on record
J••• A•••• C•••••••••CEO and Senior Family Wealth DirectorLeadershipnone on record
Full team · 12 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
J•• D•••••••••Family Wealth DirectorLeadershipnone on record
K•••••• E••••• C•••••• I••Owner/cooLeadershipnone on record
M••••••• B••••Family Wealth DirectorLeadershipnone on record
K•••• C•••••• I••Chief Operating OfficerOperations and financenone on record
J•••• C•••••Associate Client Services RepresentativeOthernone on record
K••••• M••••Associate Client Services RepresentativeOthernone on record
M••••••• D•••••••••Executive AssistantOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Business phone: ••• Locked (published by the subject) s••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) s••••••••.com
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$177M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team
1 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 79 for the quarter ended Jun 30, 2026; $199M shown of $212M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• Q•• T•UNIT SER 1$40.9M55,59619.3%
V••••••• I•••• F••S&P 500 ETF SHS$22.7M32,97910.7%
I•••••• T•RUS MD CP GR ETF$21.7M148,10010.2%
S•••• S•• S••• D•• J•••• I••UT SER 1$20.6M39,4909.7%
V•••••• P••••••••• I•SHORT TRM BD ETF$14.1M277,6766.6%
I•••••• T•S&P SML 600 GWT$9.5M53,3244.5%
N••••• C•••••••••COM$6.2M31,1202.9%
I•••••• T•CORE US AGGBD ET$6.1M61,6812.9%
A•••• I••COM$6.1M20,9302.9%
M•••••••• C•••COM$4.3M11,5462.0%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A••••••• I••CAP STK CL A$3.9M11,0241.9%
A••••••• M•••• D•••••• I••COM$3.9M6,6391.8%
I•••••• T•RUS 1000 ETF$3.7M9,1161.8%
M••• P•••••••• I••CL A$2.9M5,2321.4%
V••••••• T••••••••• F••VAN FTSE DEV MKT$2.9M41,1861.4%
F•••• T• E••••••••• A••SML CP GRW ALP$2.9M22,6321.4%
B••••••• I••COM$2.4M6,4661.2%
A••••• C•• I••COM$2.1M8,7761.0%
A••••••• I••CAP STK CL C$2.0M5,7391.0%
S••• G••• T•G••• SHS$1.9M5,1980.9%
I•••••• T•MSCI EAFE ETF$1.8M17,3950.9%
T•••• I••COM$1.4M3,3230.7%
I•••••• T•I•••••• SEMICDTR$1.2M1,9350.6%
M••••• T••••••••• I••COM$1.1M9230.5%
R••••• A••••••••• I••CALL$1.0M1,3300.5%
B•••••••• H••••••• I•• D••CL B NEW$952,2421,9030.5%
O••••• C•••COM$942,1826,4290.4%
V••••••• W•••• F•MEGA CAP I••••$923,5013,3750.4%
V••••••• I•••• F••GROWTH ETF$857,4389,9540.4%
E•• L•••• • C•COM$847,9977070.4%
J••••••• C•••• • C•COM$836,3282,5550.4%
S••••• S•••••••• T•INTL EQTY ETF$783,36528,2800.4%
I•••••• T•CORE S&P500 ETF$758,2551,0130.4%
V••••••• I•••• F••TOTAL STK MKT$747,4812,0200.4%
J•••••• • J••••••COM$713,9102,8110.3%
E•••• M•••• C•••COM$711,7645,2060.3%
C•••• S•• I••COM$635,8115,4130.3%
V••• I••COM CL A$629,9131,8360.3%
L•• R••••••• C•••COM NEW$620,0951,4310.3%
W•••••• I••COM$618,5135,4610.3%
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Sources and evidence
78show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 78 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (4)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($259,411,503)
+8 m••••••••• o•••••
+0 r••• (743)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 78 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-28Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••••• F••••• O••••• | S••••••• LLCSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••••• F••••• O••••• | S••••••• LLCSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••••• F••••• O••••• | S••••••• LLCSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••••• F••••• O••••• | S••••••• LLCSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, portfolio management businesses institutions, selection of other advisers, educational seminarsApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2024-06-07Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients51Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: Clients: 81; RAUM usd: 29,147,821; Fewer than 5: no; Charitable organizations: Clients: 3; RAUM usd: 32,775,686; Fewer than 5: no; High net worth…Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees8Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions79Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions73Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions68Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$212MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$177MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$165MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersOverland Park, KSMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Office type (stated)Multi family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Office type (stated)Multi family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Office type (stated)Multi family officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Private funds advised0Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)729Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$197MApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$259MApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsPrivate equity, real estate, ventureSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Site mentionsPrivate equity, real estate, ventureSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Site mentionsPrivate equity, real estate, ventureSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Site mentionsPrivate equity, real estate, ventureSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) s••••••••.comInference
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••••.comFact

Not yet on record: direct investments.