OVERLAND PARK, KSCRD 332929Latest ADV March 30, 2026
Collaborative Portfolio Management 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 30, 2026, reports $179M in regulatory assets under management, 4 employees, and 519 accounts.
Assets Under Management
$179M
Employees
4
Offices
--
Total Clients
182
Primary office
OVERLAND PARK, KS
10985 CODY STREET, SUITE 140, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
114
2
HNWI
37.4%
68
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of March 30, 2026
Discretionary100.0%
$179M
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.
Total AUM$179M
Total Accounts519
10Y AUM Change+$58M (+48.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
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.