OVERLAND PARK, KSCRD 110471Latest ADV March 23, 2026
S&A 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 March 23, 2026, reports $392M in regulatory assets under management, 7 employees, 1 office, and 1,884 accounts.
Assets Under Management
$392M
Employees
7
Offices
1 office
Total Clients
1,183
Primary office
OVERLAND PARK, KS
8655 COLLEGE BLVD., SUITE 100, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.0% of total clients.
Top client categories% of clientsClients
1
Individuals
91.0%
1,076
2
HNWI
7.1%
84
3
Pension Plans
1.2%
14
4
Corporations
0.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of March 23, 2026
Discretionary92.0%
$361M
92% of total RAUM92.0%
Non-discretionary8.0%
$31M
8% of total RAUM8.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$392M
Total Accounts1,884
10Y AUM Change+$218M (+125.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee169:1
10Y Employee Change+3 (+75.0%)
* 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.