Overview
Assets Under Management: $114 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 24
Average Client Assets: $2.7 million
Frequently Asked Questions
RYAN POAGE & CO. 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 #157432), RYAN POAGE & CO. is subject to fiduciary duty under federal law.
RYAN POAGE & CO. is headquartered in KANSAS CITY, MO.
RYAN POAGE & CO. serves 24 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, RYAN POAGE & CO. offers financial planning and portfolio management for individuals. View all service details ↓
RYAN POAGE & CO. manages $114 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, RYAN POAGE & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.18%
Average Client Assets: $2.7 million
Total Client Accounts: 678
Discretionary Accounts: 678
Regulatory Filings
CRD Number: 157432
Filing ID: 2098156
Last Filing Date: 2026-04-23 15:32:00