OVERLAND PARK, KSCRD 323527Latest ADV March 17, 2026
Rsg Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 17, 2026, reports $141M in regulatory assets under management, 25 employees, 3 offices, and 1,132 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.3% of total clients.
Top client categories% of clientsClients
1
Individuals
94.3%
532
2
HNWI
3.7%
21
3
Corporations
1.1%
6
4
Pension Plans
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 17, 2026
Discretionary100.0%
$141M
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$141M
Total Accounts1,132
10Y AUM Change+$24M (+20.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee23:1
10Y Employee Change+6 (+31.6%)
* 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.