Proactive Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Topeka, KS. Its latest Form ADV filing, dated January 22, 2026, reports $171M in regulatory assets under management, 3 employees, and 610 accounts.
Assets Under Management
$171M
Employees
3
Offices
--
Total Clients
272
Primary office
TOPEKA, KS
1414 SW ASHWORTH PLACE, SUITE 200, TOPEKA, KS, United States
Top client segmentIndividuals represent 80.9% of total clients.
Top client categories% of clientsClients
1
Individuals
80.9%
220
2
HNWI
15.1%
41
3
Pension Plans
1.8%
5
4
Charitable
1.8%
5
5
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of January 22, 2026
Discretionary85.2%
$145M
85% of total RAUM85.2%
Non-discretionary14.8%
$25M
15% of total RAUM14.8%
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$171M
Total Accounts610
10Y AUM Change+$46M (+37.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee91:1
10Y Employee Change-1 (-25.0%)
* 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.