OVERLAND PARK, KSCRD 105807Latest ADV April 17, 2026
Searcy Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 17, 2026, reports $514M in regulatory assets under management, 9 employees, 1 office, and 1,874 accounts.
Assets Under Management
$514M
Employees
9
Offices
1 office
Total Clients
193
Primary office
OVERLAND PARK, KS
12980 FOSTER STREET, SUITE 160, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.9% of total clients.
Top client categories% of clientsClients
1
HNWI
53.9%
104
2
Individuals
42.0%
81
3
Pension Plans
4.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$514Mas of April 17, 2026
Discretionary100.0%
$514M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$514M
Total Accounts1,874
10Y AUM Change+$301M (+141.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee21:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.