DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Latest filing Mar 6, 2026
First filing on the tape Mar 6, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 4.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- unknownreportedItem 5.E
- Advisory activities
- pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- n/areported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Angela Michelle FordChartered Financial Consultant | Olathe, Ks | Sep 16, 2008 | 32 y | 3 |
| Andrew Noble Massieon | Olathe, Ks | Sep 16, 2008 | 29 y | 3 |
| Robert Renner Lane | Olathe, Ks | Sep 16, 2008 | 28 y | 3 |
| Russell Eugene Lane | Olathe, Ks | Sep 16, 2008 | 39 y | 3 |
| Grant Jay Lane | Hutchinson, Ks | May 24, 2010 | 21 y | 2 |
| Kevin Nicholas Ille | San Diego, Ca | May 25, 2012 | 16 y | 2 |
| John A Rundle | Olathe, Ks | Dec 21, 2017 | 10 y | 2 |
| Tyler Jay Lane | Olathe, Ks | Jan 9, 2019 | 17 y | 1 |
| Ross Alan Bauer | Olathe, Ks | Oct 28, 2019 | 10 y | 1 |
| Thomas Joe Alstrom | Wichita, Ks | Sep 25, 2020 | 14 y | 1 |
| Robert Steven Bradley Miller | Olathe, Ks | Oct 8, 2024 | 16 y | 0 |
| Lucas Matthew Mckee | Wichita, Ks | Jun 8, 2025 | 11 y | 0 |
Advisor movement
Left, latest
- Brian D Luther to Securities America Advisors, Inc.Mar 18, 2023 · Other
- Steven Q. Adamson to Securities America Advisors, Inc.Dec 13, 2017 · Other
- Mark Edward Howe to OnedigitalJan 21, 2010 · Other
Joined, latest
- Thomas Joe Alstrom from Securities America Advisors, Inc.Sep 25, 2020 · Affiliated broker-dealer or bank to a state-registered adviser
- Ross Alan Bauer from Securities America Advisors, Inc.Oct 28, 2019 · Affiliated broker-dealer or bank to a state-registered adviser
- Tyler Jay Lane from Securities America Advisors, Inc.Jan 9, 2019 · Affiliated broker-dealer or bank to a state-registered adviser
- John A Rundle from Securities America Advisors, Inc.Dec 21, 2017 · Affiliated broker-dealer or bank to a state-registered adviser
- Grant Jay Lane from National Planning Corporation ("Npc Of America" In Fl & Ny)May 24, 2010 · Other
- Mark Edward Howe from National Planning Corporation ("Npc Of America" In Fl & Ny)Aug 10, 2009 · Other
- Brian D Luther from National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 16, 2008 · Other
- Angela Michelle Ford from National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 16, 2008 · Other
- Robert Renner Lane from National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 16, 2008 · Other
- Andrew Noble Massieon from National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 16, 2008 · Other
- Steven Q. Adamson from National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 16, 2008 · Other
- Russell Eugene Lane from National Planning Corporation ("Npc Of America" In Fl & Ny)Sep 16, 2008 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Securities America Advisors, Inc.Mar 14, 2024 · Olathe, Ks
- 6 joined from National Planning Corporation ("Npc Of America" In Fl & Ny)Jul 19, 2017 · Olathe, Ks
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Olathe, Ks · principal | 9 | 0 | 0 | ||
| Hutchinson, Ks | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
- 4 advisors left Securities America Advisors, Inc. (Olathe, KS) for Ameritime, LLC on the same dayMar 14, 2024 · Team lift-out · derived
- Brian D Luther left Ameritime, Llc for Securities America Advisors, Inc. (registered 2017-07-20)Mar 18, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- ameritimeks.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 913-747-2000reportedpublic record, Form ADV, Mar 6, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026