RIA Intel›Advisers›Kansas›DISCRETIONARY MANAGEMENT SERVICES, LLC

DISCRETIONARY MANAGEMENT SERVICES, LLC

Advisory

N·OVERLAND PARK, KS

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$228M
1-Year AUM Growth
-12.9%
3-Year CAGR
-47.7%
Employees
16
Assets Under Management
Total AUM$228M
Discretionary AUM$228M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees16
Investment Advisers22
Employee Growth (1Y)-5.3%
Filing History
Total Filings on Record33
First FilingDec 14, 2007
Latest FilingMar 2, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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