|
⚲
|
| Keyboard |
| RSG Investments LLC
✚
|
|
|---|---|
| CRD # | 323527 |
| SEC # | 801-132178 |
| CIK # | |
| AUM | 140.5 M (2026-03-17) |
| Employees | 25 (24% Investors, 0% Brokers) |
| Phone | 913-685-9422 |
| Address | 6801 W 107th St Overland Park, KS 66212 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 532 | 92.2 |
| (b) Individuals (high net worth individuals) | 21 | 47.7 |
| (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 | 5 | 0.2 |
| (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 | 6 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,132 | 140.5 |
| By Discretionary | ||
| Discretionary | 1,132 | 140.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,132 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.5 | |
| Total | 1,132 | 140.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cycap Partners LLC
✚
|
FL | 143.2 M |
|
Stone Wealth Partners LLC
✚
|
LA | 142.9 M |
|
Barnett & Co Inc
✚
|
TN | 142.0 M |
|
Midwest Financial Network LLC
✚
|
IL | 141.9 M |
|
MPWA Inc
✚
|
CA | 140.8 M |
|
Hoya Capital Real Estate LLC
✚
|
CT | 140.1 M |
|
Bosman Wealth Management LLC
✚
|
CA | 140.1 M |
|
Wisdom Wealth Investment Advisors LLC
✚
|
AZ | 138.8 M |
|
Metanoia Financial LLC
✚
|
138.7 M | |
|
TKC Wealth Management LLC
✚
|
TX | 138.6 M |