Data / Investment advisers / Kansas / Collaborative Portfolio Management
Collaborative Portfolio Management, Overland Park, KS: $179 million AUM, SEC registered investment adviser
Collaborative Portfolio Management is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $179 million in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 332929
- SEC file number
- 801-131107
- SEC status
- Approved, effective September 16, 2024
- Legal name
- Collaborative Portfolio Management, LLC
- Main office
- 10985 Cody Street Suite 140, Overland Park, KS 66210
- Phone
- (816) 471-5556
- Website
- cpm-llc.com
- Regulatory AUM
- $178,738,625 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $178,738,625
- Accounts
- 519
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 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 | 68 | $122.3 million |
| Individuals (other than high net worth individuals) | 114 | $29.7 million |
| Charitable organizations | Fewer than 5 | $17.4 million |
| Pension and profit sharing plans | Fewer than 5 | $9.3 million |
| Corporations or other businesses | Fewer than 5 | $52,187 |
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 |
|---|---|---|
| April 1, 2026 | $178.7 million | March 30, 2026 |
| December 1, 2025 | $146.1 million | November 12, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cabin Advisors, LLC | Overland Park | $220.2 million | Not listed | adviserinfo.sec.gov |
| Insight Financial Services | Overland Park | $213.8 million | Not listed | adviserinfo.sec.gov |
| Cornerstone Securities LLC | Overland Park | $210 million | Not listed | adviserinfo.sec.gov |
| Freestate Advisors LLC | Overland Park | $181.8 million | Not listed | adviserinfo.sec.gov |
| Balanced Financial Planning, Inc. | Overland Park | $181.3 million | Not listed | adviserinfo.sec.gov |
| Glass Lakes Capital Management LLC | Overland Park | $178.3 million | Not listed | adviserinfo.sec.gov |
| Novadius Wealth Management | Overland Park | $168.2 million | Not listed | adviserinfo.sec.gov |
| Curtis Capital Advisors | Overland Park | $165.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Collaborative Portfolio Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.