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| Keyboard |
| Ryan Poage & Co LLC
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|---|---|
| CRD # | 157432 |
| SEC # | 801-135837 |
| CIK # | |
| AUM | 114.2 M (2026-06-16) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 816-531-4555 |
| Address | 4435 Main St Kansas City, MO 64111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 49.7 |
| (b) Individuals (high net worth individuals) | 24 | 64.2 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 678 | 114.2 |
| By Discretionary | ||
| Discretionary | 678 | 114.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 678 | 114.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.2 | |
| Total | 678 | 114.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Five Speed Financial Planning LLC
✚
|
AZ | 114.9 M |
|
Metis Wealth Management & Planning LLC
✚
|
SC | 114.9 M |
|
Futura Asset Advisors LLC
✚
|
FL | 114.8 M |
|
1102 Partners LLC
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|
114.5 M | |
|
Richard G Slater
✚
|
114.1 M | |
|
Webster Street Investment Advisors LLC
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|
113.7 M | |
|
Burne Financial Concepts LLC
✚
|
CT | 113.7 M |
|
Tollefson and Company Investment Management LLC
✚
|
113.7 M | |
|
ARX Private Wealth
✚
|
PA | 113.6 M |
|
Signal Ridge Capital Partners LLC
✚
|
MA | 113.6 M |