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Ryan Poage & Co., LLC (Kansas City)


Ryan Poage & Co., LLC is an adviser based in Kansas City. It manages $28.73 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Kansas and Missouri.




Ryan Poage & Co. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ryan Poage & Co.: assets under management

The assets under management (AUM) of Ryan Poage & Co., LLC is $28.73 million. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.68 million in discretionary accounts and $45.9 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $202 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $45.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ryan Poage & Co., LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kansas City

The principal office where Ryan Poage & Co., LLC performs its advisory services is located at 801 West 47 Th Street, Kansas City, MO 64112, 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 (816) 531-4555 or by fax (816) 531-8777. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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