RIA Intel›Advisers›Missouri›PORTER & KICKHAM, INC.

PORTER & KICKHAM, INC.

Advisory

ELLISVILLE, MO

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

Rank in MO

#319

of 342 advisers by AUM

Average account

$214K

across 243 accounts

AUM per adviser

$52M

1 advisers

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

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients120

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

120 clients

40 high-net-worth

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

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