RIA Intel›Advisers›Missouri›GARGAS INVESTMENTS LLC

GARGAS INVESTMENTS LLC

Advisory

VAN BUREN, MO

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account

$239K

across 37 accounts

AUM per adviser

$9M

1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$9M

Discretionary %

100%

Clients

37

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, 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

37 clients

1 high-net-worth

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

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

GRAND STREET ADVISORS, LLC

$9M

VIRTUAL PLANNING GROUP LLC

LEES SUMMIT, MO

$9M

111TH STREET INVESTMENTS LLC

$9M

WHEELER FINANCIAL PLANNING LLC

ST. CHARLES, MO

$9M

SCHRAM, LORI

KANSAS CITY, MO

$8M

EPOCH FAMILY WEALTH, LLC

$10M

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