AS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
75 advisors
Number of Clients
105 clients
Average Client Portfolio
$514.1M average
Assets Under Management
$54.0B
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Advisor Information
Office location
Overland Park, KS
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
May 2025 - Present · 8 mos
Vp Distributors LLC
May 2025 - Present · 8 mos
Vp Distributors LLCBroker
May 2025 - Present · 8 mos
Previous Registrations
Skyway Capital Markets, LLCBroker
March 2025 - April 2025 · 1 mo
Palmer Square Capital Management LLC
April 2024 - September 2024 · 5 mos
Foreside Fund Services, LLCBroker
April 2024 - September 2024 · 5 mos
Tortoiseecofin Securities, LLCBroker
July 2017 - November 2023 · 6 yrs 4 mos
Tortoiseecofin Investments Partners, LLC
November 2016 - November 2023 · 7 yrs
Montage Investments, LLC
January 2015 - November 2016 · 1 yr 10 mos
Montage Securities, LLCBroker
December 2014 - July 2017 · 2 yrs 7 mos
State Registrations4 states
CTKSMONE
AdvisorBroker
Exams
No exam information available for this advisor.