RIA Intel›Advisers›Kansas›SCHWANTES FINANCIAL, LLC

SCHWANTES FINANCIAL, LLC

Advisory

OVERLAND PARK, KS

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in KS

#249

of 271 advisers by AUM

Average account

$224K

across 225 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients84

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, KS, MO, TX, WI

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

84 clients

12 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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MILLER SHELDON JOSEPH

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