Umb Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated April 14, 2026, reports $5M in regulatory assets under management, 55 employees, 19 offices, and 1 account.
Assets Under Management
$5M
Employees
55
Offices
19 offices
Total Clients
<5
Primary office
KANSAS CITY, MO
928 GRAND BLVD, 4TH FLOOR, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5Mas of April 14, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$5M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5M
Total Accounts1
10Y AUM Change$-12M (-70.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee—
10Y Employee Change-15 (-21.4%)
* 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.