Investment adviser · CRD 110471
S&A FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $392M Form ADV · Item 5.F
- Client accounts
- 1,884 Accounts, not individual clients
- Employees
- 7 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 |
|---|---|---|---|
| Individuals | 1,076 | $186,090,750 | 47.4% |
| High-net-worth individuals | 84 | $163,286,431 | 41.6% |
| Retirement plans | 14 | $31,210,113 | 8.0% |
| Corporations & businesses | 9 | $11,684,031 | 3.0% |
Filing source
Form ADV 2125912 · Aug 14, 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: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
8655 COLLEGE BLVD., SUITE 100OVERLAND PARK, KS, 66210-1835, United States
CRD 110471
Filing source
Form ADV 2125912 · Aug 14, 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.