Overview
Assets Under Management: $489 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 19
Average Client Assets: $6 million
Frequently Asked Questions
POSTROCK PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328865), POSTROCK PARTNERS LLC is subject to fiduciary duty under federal law.
POSTROCK PARTNERS LLC is headquartered in OVERLAND PARK, KS.
POSTROCK PARTNERS LLC serves 19 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, POSTROCK PARTNERS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
POSTROCK PARTNERS LLC manages $489 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, POSTROCK PARTNERS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.04
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 77
Discretionary Accounts: 74
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 328865
Filing ID: 2048531
Last Filing Date: 2026-02-24 17:18:44