RIA Intel›Advisers›Missouri›RISE CONSULTING, LLC

RISE CONSULTING, LLC

Advisory

LEE'S SUMMIT, MO

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in MO

#294

of 342 advisers by AUM

Average account

$207K

across 346 accounts

AUM per adviser

$36M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$72M

Discretionary AUM$49M

Non-Discretionary AUM$23M

Discretionary %67.9%

Total Clients164

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, LA, MO

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

164 clients

14 high-net-worth

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

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

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KB INVESTMENT ADVISORS, LLC

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