Samson Capital Management, LLC (Leawood)

Name: Samson Capital Management, LLC
Address: 10601 Mission Road, Leawood, KS, 66206
Telephone: 913-601-3260

Samson Capital Management, LLC is a large advisory firm based in Leawood. It manages $90.83 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Illinois, and 3 other states.

Samson Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model portfolio. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Samson Capital Management: assets under management

The assets under management (AUM) of Samson Capital Management, LLC is $90.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $90.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.89 million each.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Samson Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Theresa Ann Schekirke serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Theresa Ann Schekirke is corporations or other businesses with 6 clients and $68.99 million of assets under management. Among the 6 most similar advisory firms, Samson Capital Management has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $90.83 million for 48 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Samson Capital Management doesn't advise any private funds.

Careers at Samson Capital Management, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Theresa Ann Schekirke has been acting as President since 1 Apr 2009. Jason Craig Messerly joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James E. Ferrell Revocable Trust	Member	1 Jan 2008	50% - 75%	xxx-xx-xxxx
Pamela Ann Breuckmann	Managing member; president; chief operating officer	1 Apr 2009	Other	5663878
Remco Marcel Obertop	Managing member; executive vice president; portfolio manager	1 Apr 2009	Other	5663879
Theresa Ann Schekirke	President	1 Apr 2009	Other	5663881
Pamela Ann Breuckmann	Managing member; president; chief operating officer	1 May 2009	Other	5663878
Remco Marcel Obertop	Managing member; executive vice president; portfolio manager	1 May 2009	Other	5663879
Julie Marie Bowen	Chief compliance officer	1 Feb 2011	Other	5776835
Jason Craig Messerly	Chief compliance officer	1 Jul 2016	Other	4770966

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
James Edwin Ferrell	Trustee	1 May 1978	Other	1502245

Based in Leawood

The principal office where Samson Capital Management, LLC performs its advisory services is located at 10601 Mission Road, Leawood, KS 66206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-601-3260 or by fax 913-601-3266. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at samsoncapmgmt.com.