RIA Intel›Advisers›Kansas›KYSO FINANCIAL LLC

KYSO FINANCIAL LLC

Advisory

KS

Data as of Apr 3, 2026 · Source: SEC Form ADV

Average account
$91K
across 14 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
9
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$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, KS, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

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

CCM NEW OPPORTUNITIES, LLC
MERRIAM, KS
$1M
+1.3% 1Y
TMFS-WICHITA, LLC
WICHITA, KS
$1M
BATEMAN CAPITAL MANAGEMENT, INC.
LEAVENWORTH, KS
$1M
THE MUTUAL FUND STORE - WEST PALM BEACH, LLC
OVERLAND PARK, KS
$864K
-34.7% 1Y
ONEDIGITAL ASSET MANAGEMENT, LLC
OVERLAND PARK, KS
$662K
+60.8% 1Y
PLANNING TRAIL INVESTMENTS, LLC
$2M

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