Data / Investment advisers / Kansas / RSG Investments LLC
RSG Investments LLC, Overland Park, KS: $141 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
RSG Investments LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $141 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 323527
- SEC file number
- 801-132178
- SEC status
- Approved, effective March 13, 2025
- Main office
- 6801 W 107th St, Overland Park, KS 66212
- Phone
- (913) 685-9422
- Regulatory AUM
- $140,527,178 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $140,527,178
- Accounts
- 1,132
- Employees
- 25, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 532 | $92.2 million |
| High net worth individuals | 21 | $47.7 million |
| Corporations or other businesses | 6 | $412,710 |
| Pension and profit sharing plans | 5 | $199,663 |
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 | $140.5 million | March 17, 2026 |
| December 1, 2025 | $116.4 million | November 20, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 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 |
| RPR Financial | Overland Park | $162.1 million | Not listed | adviserinfo.sec.gov |
| Quantum Financial Partners LLC | Overland Park | $148.6 million | 1 | adviserinfo.sec.gov |
| Davis Financial Management, Inc. | Overland Park | $144.6 million | Not listed | adviserinfo.sec.gov |
| Silverhawk Capital Partners, LLC | Overland Park | $138.9 million | 5 | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | $125.2 million | Not listed | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | $124.7 million | 4 | 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 individuals
- Advisers serving high net worth individuals
- RSG Investments LLC 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.