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Data / Investment advisers / Serving pooled investment vehicles / Kansas

Investment advisers in Kansas serving pooled investment vehicles: 20 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

20 SEC registered investment advisers with a main office in Kansas report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $36.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Palmer Square Capital Management LLC.

The request: Every investment adviser in Kansas that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.

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  • 20Advisers
  • $36.6 billionAUM from this client type
  • 17Advisers over $100 million
  • November 2, 2026File date

Advisers in Kansas serving pooled investment vehicles

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Palmer Square Capital Management LLCMission Woods74$21.49 billion$25.59 billionadviserinfo.sec.gov
Palmer Square Europe Capital Management LLCMission Woods27$9.23 billion$9.23 billionadviserinfo.sec.gov
Prime Capital FinancialOverland Park1$1.80 billion$39.14 billionadviserinfo.sec.gov
Mcd-Kissner GP, LLCOverland Park3$1.02 billion$1.02 billionadviserinfo.sec.gov
Creative PlanningOverland Park5$922 million$295.57 billionadviserinfo.sec.gov
Great Range Capital, LLCMission Woods2$485 million$495 millionadviserinfo.sec.gov
Whetstone Capital AdvisorsMission Woods3$415.1 million$415.1 millionadviserinfo.sec.gov
503 Capital Partners, LLCLeawood8$392.5 million$636.4 millionadviserinfo.sec.gov
Tyr Capital Advisors, LLCOverland Park3$244.1 million$244.1 millionadviserinfo.sec.gov
Silverhawk Capital Partners, LLCOverland Park5$138.9 million$138.9 millionadviserinfo.sec.gov
Fci AdvisorsOverland Park1$136.9 million$1.47 billionadviserinfo.sec.gov
Palmer Square Private Credit Management LLCMission Woods1$77.2 million$77.2 millionadviserinfo.sec.gov
9 Stream Capital Partners LLCLeawood3$73.9 million$73.9 millionadviserinfo.sec.gov
UMB Private Wealth Management, LLCOverland Park4$70.2 million$124.7 millionadviserinfo.sec.gov
Centralis Capital LLCPrairie Village1$60.3 million$60.3 millionadviserinfo.sec.gov
United Capital Management of Kansas, Inc.Salina1$31.2 million$884.8 millionadviserinfo.sec.gov
Prevail Innovative Wealth Advisors, LLCLeawood1$21.2 million$931.8 millionadviserinfo.sec.gov
Quantum Financial Partners LLCOverland Park1$9.6 million$148.6 millionadviserinfo.sec.gov
MarinerOverland Park2$9.2 million$125.41 billionadviserinfo.sec.gov
DemarcheOverland Park1$7.8 million$228.4 millionadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.