This firm's name, 3 more advisory clients and 10 more Schedule C rows

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Investment consultant in Kansas

Investment consultant· Overland Park, KS
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
27
filed Mar 2, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators

+3 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Schedule C rows
13 rows, $1.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Hess Corporation Employees' Pension Plan202416 50 70NONE$304,000
Co-Op Retirement Plan202417 27 50INVESTMENT ADVISORY$150,925
Retirement Income Plan for Salaried Employees of Rockefeller Group International, Inc.202428 50 51NONE$50,000

+10 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Form ADV readings
  • charity clients 8 Mar 2, 2026 reported
  • government clients 3 Mar 2, 2026 reported
  • institutional clients 27 Mar 2, 2026 reported
  • pension plan clients 16 Mar 2, 2026 reported
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