RIA Intel›Advisers›Missouri›JOHN MICHAEL LOTSHAW

JOHN MICHAEL LOTSHAW

Advisory

MO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account
$1M
across 7 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
7
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$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InIL, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

BIY FINANCIAL, LLC
$8M
SCHRAM, LORI
KANSAS CITY, MO
$8M
COUNTRY CLUB FINANCIAL SERVICES, INC.
KANSAS CITY, MO
$7M
-83.9% 1Y
RT JONES CAPITAL EQUITIES INC
ST LOUIS, MO
$7M
+280.0% 1Y
QUANTUMLEAP WEALTH MANAGEMENT, LLC
ST. CHARLES, MO
$7M
GARGAS INVESTMENTS LLC
VAN BUREN, MO
$9M

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