RIA Intel›Advisers›Missouri›ITI FINANCIAL MANAGEMENT, L.L.C.

ITI FINANCIAL MANAGEMENT, L.L.C.

Advisory

SPRINGFIELD, MO

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

Rank in MO

#268

of 342 advisers by AUM

Average account

$402K

across 239 accounts

AUM per adviser

$96M

1 advisers

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

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$96M

Discretionary AUM$94M

Non-Discretionary AUM$2M

Discretionary %97.9%

Total Clients109

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

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

109 clients

21 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.

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4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

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$98M

PORTFOLIO SERVICES GROUP, LLC

SPRINGFIELD, MO

$98M

BUSH O'DONNELL INVESTMENT ADVISORS, INC

$93M

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