RIA Intel›Advisers›Kansas›GBKS LLC

GBKS LLC

Advisory

KS

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$281K

across 7 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

7 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in KS

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

PLANNING TRAIL INVESTMENTS, LLC

$2M

3RD LEVEL WEALTH, LLC

$2M

FIDUCIARY INVESTMENT TRUSTS, LLC

OVERLAND PARK, KS

$2M

MARINER WEALTH ADVISORS-PR, LLC

OVERLAND PARK, KS

$2M

TRADEWINDS INVESTMENT ADVISORS, LLC

$2M

AVANT WEALTH MANAGEMENT, LLC

$2M

Get the full picture on GBKS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GBKS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans