Ryan Poage & Co. provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
Ryan Poage & Co. reports 192 clients. They include 167 individual clients, 24 high-net-worth individuals and 1 corporate or other business client. Of its assets, 100.0% ($114M across 678 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 44% |
| High-net-worth individuals | 13% | 56% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 167 | $49.7M | 43.5% | $298K |
| High-net-worth individuals | 24 | $64.2M | 56.2% | $2.67M |
| Corporations and other businesses | Fewer than 5 | $338K | 0.3% | $338K |
| Total | 192 | $114M | 100% | — |
- Clients
- 167
- Regulatory AUM
- $49.7M
- AUM share
- 43.5%
- Avg. per client
- $298K
- Clients
- 24
- Regulatory AUM
- $64.2M
- AUM share
- 56.2%
- Avg. per client
- $2.67M
- Clients
- Fewer than 5
- Regulatory AUM
- $338K
- AUM share
- 0.3%
- Avg. per client
- $338K
Total
- Clients
- 192
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Ryan Poage & Co. charges up to 2.00% a year for its Investment management. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is a fixed fee, generally $250 to $1,000 and as much as $15,000, depending on scope and the professional providing it.
Ryan Poage owns 75% or more of Ryan Poage & Co.. The leadership team of Ryan Poage & Co. includes Chief Compliance Officer Nicholas Dumenil. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Ryan Poage & Co., LLC
Ryan Poage
Control person · since May 2011
Besides its headquarters, Ryan Poage & Co. has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 4435 Main St., Suite 750, Kansas CityHQ
Contact and registration details
- Legal name
- Ryan Poage & Co., LLC
- Headquarters
- 4435 Main St., Suite 750, Kansas City, MO 64111
- Website
- Not reported
- Phone
- 816-531-4555
- SEC file
- 801-135837
- Structure
- Missouri LLC
- Fiscal year end
- December
Ryan Poage & Co.’s named custodian for separately managed accounts is Charles Schwab ($109M). Ryan Poage & Co. has custody of $48.9M for 86 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $109M100%
At year end, Ryan Poage & Co.’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks3%
- Funds95%
- Cash2%
How many clients does Ryan Poage & Co. have?
Ryan Poage & Co. has 192 clients and manages $114 million for them, as of June 2026. They include 167 individual clients, 24 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Ryan Poage & Co. offer?
Ryan Poage & Co. provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ryan Poage & Co. charge?
Ryan Poage & Co. charges up to 2.00% a year for its Investment management. The fee is negotiable.
Which custodians does Ryan Poage & Co. use?
Ryan Poage & Co.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $109M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Ryan Poage & Co. have?
Ryan Poage & Co. has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ryan Poage & Co. invest in?
At the end of its last fiscal year, Ryan Poage & Co.’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ryan Poage & Co.?
Ryan Poage & Co.’s direct owner is Ryan Poage (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Ryan Poage & Co. get paid?
Ryan Poage & Co. is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ryan Poage & Co.?
Ryan Poage & Co.’s main office is at 4435 Main St., Suite 750, Kansas City, MO 64111. Its phone number is 816-531-4555.
