# Atwood & Palmer, Inc.

> Atwood & Palmer, Inc. is an SEC-registered investment advisory firm in Kansas City, MO, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 104995
- Filed as: ATWOOD & PALMER, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104995
- AdvisorCensus page: https://advisorcensus.com/firm/atwood-and-palmer-inc-kansas-city-mo-104995

## Quick answers

**How is Atwood & Palmer, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Atwood & Palmer, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Atwood & Palmer, Inc. located?**
Atwood & Palmer, Inc.'s principal office is in Kansas City, MO, according to its Form ADV.

**Is Atwood & Palmer, Inc. registered with the SEC or a state?**
Atwood & Palmer, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 104995.

**How much does Atwood & Palmer, Inc. manage?**
Atwood & Palmer, Inc. reports $2,037,056,697 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Atwood & Palmer, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Atwood & Palmer, Inc.: Regulatory assets under management: $1,112,085,547 in the October 2021 data and $2,037,056,697 in the October 2026 data, up 83%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Atwood & Palmer, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (358); individuals (other than high net worth individuals) (153); charitable organizations (8).

**Which custodians does Atwood & Palmer, Inc. use?**
Atwood & Palmer, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Atwood & Palmer, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104995

**What changed in Atwood & Palmer, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,723,355,253 to $2,037,056,697 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,037,056,697
- Discretionary: $2,037,056,697
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $35,650,247 |
| High net worth individuals | 358 | $1,912,894,475 |
| Charitable organizations | 8 | $57,969,340 |
| Corporations or other businesses not listed above | 6 | $30,542,635 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1990 (36 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, KS, LA, MA, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [atwoodpalmer.com](https://atwoodpalmer.com)
- LinkedIn @atwood-&-palmer-inc-
- X @ATWOODPALMER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,112,085,547 | 8 | March 9, 2021 |
| October 2022 | $1,267,246,187 | 8 | March 24, 2022 |
| October 2023 | $1,245,986,269 | 8 | April 14, 2023 |
| October 2024 | $1,439,869,002 | 8 | March 19, 2024 |
| October 2025 | $1,723,355,253 | 9 | March 11, 2025 |
| October 2026 | $2,037,056,697 | 9 | August 25, 2026 |

Regulatory assets under management: $1,112,085,547 in the October 2021 data and $2,037,056,697 in the October 2026 data, up 83%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,723,355,253 to $2,037,056,697 (+18%).

### December 2025
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Atwood & Palmer, Inc. (CRD 104995): Form ADV filing data as of October 2026.