Data / Investment advisers / Missouri / Atwood & Palmer, Inc.
Atwood & Palmer, Inc., Kansas City, MO: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Atwood & Palmer, Inc. is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $2 billion in regulatory assets under management in its Form ADV filed August 25, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Atwood & Palmer, Inc. (CRD number 104995): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104995
- SEC file number
- 801-36665
- SEC status
- Approved, effective May 29, 1990
- Main office
- 4520 Madison Avenue Suite 200, Kansas City, MO 64111
- Phone
- (816) 931-2266
- Website
- atwoodpalmer.com
- Regulatory AUM
- $2,037,056,697 in the Form ADV filed August 25, 2026
- Discretionary AUM
- $2,037,056,697
- Accounts
- 1,362
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 358 | $1.91 billion |
| Charitable organizations | 8 | $58 million |
| Individuals (other than high net worth individuals) | 153 | $35.7 million |
| Corporations or other businesses | 6 | $30.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $2.04 billion | February 20, 2026 |
| December 1, 2025 | $1.72 billion | October 15, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Modern Wealth Management, LLC | Kansas City | $10.90 billion | Not listed | adviserinfo.sec.gov |
| Prairie Capital Management Group, LLC | Kansas City | $7.13 billion | 41 | adviserinfo.sec.gov |
| Five Elms Capital | Kansas City | $3.12 billion | 23 | adviserinfo.sec.gov |
| Commerce Investment Advisors, Inc. | Kansas City | $2.54 billion | Not listed | adviserinfo.sec.gov |
| American Century Investments Private Client Group, Inc. | Kansas City | $2.33 billion | Not listed | adviserinfo.sec.gov |
| Platform Investments, LLC | Kansas City | $1.66 billion | 28 | adviserinfo.sec.gov |
| Pandi, LLC | Kansas City | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Nuance Investments, LLC | Kansas City | $984.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Atwood & Palmer, Inc. on the SEC's adviser search
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.