RIA Intel›Advisers›Missouri›DERKS FINANCIAL, LLC

DERKS FINANCIAL, LLC

Advisory

LEES SUMMIT, MO

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in MO

#286

of 342 advisers by AUM

Average account

$155K

across 516 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$80M

Discretionary AUM$80M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients285

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

285 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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