RIA Intel›Advisers›Missouri›UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC.

Advisory

N·KANSAS CITY, MO

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

Total AUM

$5M

1-Year AUM Growth

-97.3%

3-Year CAGR

-74.4%

Employees

54

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients1

Team

Total Employees54

Investment Advisers55

Employee Growth (1Y)—

Filing History

Total Filings on Record69

First FilingFeb 10, 2009

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 69 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on UMB FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.