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B•••

Outsourced family office providerNot hand-verified in 180 days· Overland Park, KS

Outsourced family office provider, based in Overland Park, KS.

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

Direct investments
Not established
Decision makers
8
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$665M
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (9)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 60% · 89 observations · 3 sourcesShow
Outsourced family office providerNot yet hand-verified9 people · 0 investments · 57 public positions · 71 events

Why this class: registered adviser offering family office services among its advisory services ('general family office services').

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
unknown
Headquarters
Overland Park, KS
Office address
••• Locked
Business phone
••• Locked
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $342M. Regulatory AUM $665M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$665M as of Mar 26, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Aug 2, 2007 · 12 employeesFact
Client mix (Form ADV 5.D)
Individuals: 187 ($66.5M); High net worth individuals: 191 ($599M)Fact
Form 13F
$342M across 57 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('general family office services')Inference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
9 peopleshow
PersonTitleResponsibilityBusiness contactSource
R•••••• W•••••••• B••••Partner, Chief Investment OfficerChief investment officer · investment decisionsnone on record
C••• A••• B••••••••Partner, Portfolio ManagerLeadershipnone on record
C•••••• R•••• W•••••Partner, Wealth AdvisorLeadershipnone on record
E••• C•••••• C••••Chief Executive Officer, Managing Partner, Wealth AdvisorLeadershipnone on record
L•••• K•••••• C•••••Managing Partner, Portfolio ManagerLeadershipnone on record
M•••••• K•••••••• C•••••••Co-FounderLeadershipnone on record
S••• W•••••• E•••••••Partner, Wealth AdvisorLeadershipnone on record
S••••• B•••• H••••••••Chief Compliance Officer, Managing PartnerLeadershipnone on record
B•••• H••••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 14, 2026)
phone: ••• Locked (published by the subject, Aug 14, 2025)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
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
$353M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
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 57 for the quarter ended Jun 30, 2026; $326M shown of $342M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A••••••• C•••• E•• T•INTL EQT ETF$21.1M236,8436.2%
I•••••• G••• T•I•••••• NEW$18.2M240,8895.3%
D••• E••••• C••• N••COM NEW$14.7M116,0874.3%
H••• D•••• I••COM$13.2M37,3093.8%
S•••••COM$11.3M122,2913.3%
G••••• L••SHS$10.7M45,2303.1%
D•••••• R••• T• I••COM$10.6M58,9933.1%
S••• G•••• C•••SPONSORED ADR$10.0M500,4692.9%
M•••••••• C•••COM$10.0M26,8412.9%
S•••••• B•••• • D••••• I••COM$9.7M102,5492.8%
U•••• P•• C•••COM$9.4M34,6132.8%
K••••• M••••• I•• D••COM$9.4M294,0242.7%
L••••••• M••••• C•••COM$8.9M17,5672.6%
N••••••• G•••••• C•••COM$8.9M17,3782.6%
D• R• H••••• I••COM$8.7M53,6932.6%
W•••••• I••COM$8.6M76,1142.5%
M••• P•••••••• I••CL A$8.5M15,0782.5%
A•••• I••COM$8.5M29,2572.5%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$8.0M37,7152.3%
J••••••• C•••• • C•COM$7.9M24,1462.3%
A••••• C•• I••COM$7.9M33,1452.3%
G•••••• H•••• I••COM$7.0M24,0242.1%
N••••• C•••••••••COM$7.0M34,8182.0%
B••••••••• S••••• C•COM$6.4M110,4241.9%
A••••• G•••• I••COM$6.3M87,5501.8%
U••••• P••••• S••• I••CL B$6.3M58,2171.8%
A•••••••• P•• I••••••SHS CLASS A$6.2M50,0821.8%
C•••••• C••• N••CL A$6.2M252,2341.8%
P••••• I••COM$6.2M256,8711.8%
P•••••• I••COM$6.2M45,4901.8%
C•••••• C•••••••••COM$6.1M36,9351.8%
V•••••• C••••••••• I••COM$6.1M143,6631.8%
A••• I••COM$6.0M289,2041.8%
I•••••• T•MSCI INDIA ETF$5.9M119,8811.7%
I•••••• I••MSCI THAILND ETF$4.2M58,1831.2%
I•••••• I••MSCI MLY ETF NEW$3.6M132,1521.0%
V••••• E•• T••••V••••• VIETNAM$3.6M192,4111.0%
I•••••• T•MSCI PHILIPS ETF$3.5M143,7161.0%
I•••••• T•CHINA LG-CAP ETF$3.0M94,6810.9%
I•••••• T•MSCI INDONIA ETF$2.4M211,2780.7%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
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  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
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
8show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sources and evidence
89show

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. 89 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($665,209,282)
+0 r••• (1627)
Mandate confidence
no components; scored 0
Identity confidence
+60 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 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_descriptionMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-26Mar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)GENERAL FAMILY OFFICE SERVICESMar 26, 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,publication_of_periodicals,educational_seminars,otherMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2007-08-02Mar 26, 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••• LockedMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients191Mar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":187,"raum_usd":66520927,"fewer_than_5":false},"high_net_worth_individuals":{"clients":191,"raum_usd":598688355,"fewer_than_5":false}}Mar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees12Mar 26, 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
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC 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
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC 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
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC 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
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions57Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions57Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions56Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions55Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions54Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions51Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions59Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$342MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$353MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$334MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$334MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$315MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$288MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.3MDec 31, 2024SEC 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, KSMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersOverland Park, KSDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOverland Park, KSDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)378Mar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$599MMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$665MMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows8Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website••• LockedMar 26, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website statusunreachableSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website statusunreachableSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website statusunreachableSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website statusunreachableSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website statusunreachableSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website statusunreachableSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact