Investment adviser · CRD 157432
RYAN POAGE & CO.
Investment adviser filing (IA)
RYAN POAGE & CO., LLC
KANSAS CITY, MO, United States · Form ADV filed Jun 16, 2026
- Regulatory AUM
- $114M Form ADV · Item 5.F
- Client accounts
- 678 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 24 | $64,151,834 | 56.2% |
| Individuals | 167 | $49,706,695 | 43.5% |
| Corporations & businesses | Fewer than 5 | $338,375 | 0.3% |
Filing source
Form ADV 2113581 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4435 MAIN ST., SUITE 750KANSAS CITY, MO, 64111, United States
CRD 157432
Filing source
Form ADV 2113581 · Jun 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.