# Professional Asset Management, Inc

> Professional Asset Management, Inc is a state-registered investment advisory firm in Overland Park, KS, registered since 1985, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 110212
- Filed as: PROFESSIONAL ASSET MANAGEMENT, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110212
- AdvisorCensus page: https://advisorcensus.com/firm/professional-asset-management-inc-overland-park-ks-110212

## Quick answers

**How is Professional Asset Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Professional Asset Management, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Professional Asset Management, Inc located?**
Professional Asset Management, Inc's principal office is in Overland Park, KS, according to its Form ADV.

**Is Professional Asset Management, Inc registered with the SEC or a state?**
Professional Asset Management, Inc is a state-registered investment advisory firm, registered since 1985. Status as filed: APPROVED. CRD 110212.

**How much does Professional Asset Management, Inc manage?**
Professional Asset Management, Inc reports $11,620,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (99% discretionary).

**What types of clients does Professional Asset Management, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (8).

**Does Professional Asset Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110212

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,620,000
- Discretionary: $11,500,000
- Non-discretionary: $120,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $7,000,000 |
| High net worth individuals | 8 | $4,620,000 |

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

### Firm details
- Registered since: 1985 (41 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Professional Asset Management, Inc (CRD 110212): Form ADV filing data as of October 2026.