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| Happy Holidays!! thanks for using AUM13F!! |
| Koesten Hirschmann & Crabtree Inc
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| CRD # | 107212 |
| SEC # | 801-57971 |
| CIK # | 0001963421 |
| AUM | $669.3 M (2025-07-21) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 913-345-1881 |
| Address | 10000 College Blvd, Suite 260 Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963421 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.9 | ||
| Netflix Inc | 1.1 | ||
| Adtran Inc | 0.6 | ||
| UMB Financial Corp | 0.4 | ||
| Henry Jack & Associates Inc | 0.3 | ||
| Procter & Gamble Co | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Tesla Motors Inc | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 83.5 |
| (b) Individuals (high net worth individuals) | 164 | 585.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,497 | 669.3 |
| By Discretionary | ||
| Discretionary | 1,497 | 669.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,497 | 669.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.3 | |
| Total | 1,497 | 669.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963421] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KUHN Advisors Inc
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|
NC | 0.8 |
|
JP King Advisors Inc
✚
|
CA | 0.7 |
|
NorthStar Asset Management Inc
✚
|
MA | 0.7 |
|
Millennium Advisory Services Inc
✚
|
VA | 0.7 |
|
Ironwood Wealth Management LLC
✚
|
AZ | 0.7 |
|
Wilsey Asset Management Incorporated
✚
|
CA | 0.7 |
|
Proventus AG Vermgensverwaltung
✚
|
0.6 | |
|
West Financial Advisors LLC
✚
|
IA | 0.6 |
|
Total Clarity Wealth Management Inc
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|
IL | 0.6 |
|
High Falls Advisors Inc
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|
NY | 0.6 |