AdvisorCensus / Financial advisors / Missouri / Kansas City / Ryan Poage & Co.
Ryan Poage & Co. is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.
Quick answers
From the filingHow is Ryan Poage & Co. compensated?
On its Form ADV (Item 5.E, October 2026), Ryan Poage & Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Ryan Poage & Co.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated June 16, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ryan Poage & Co. located?
Ryan Poage & Co.'s principal office is in Kansas City, MO, according to its Form ADV.
Is Ryan Poage & Co. registered with the SEC or a state?
Ryan Poage & Co. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 157432.
How much does Ryan Poage & Co. manage?
Ryan Poage & Co. reports $114,196,904 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).
What types of clients does Ryan Poage & Co. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167); high net worth individuals (24); corporations or other businesses not listed above (1).
Which custodians does Ryan Poage & Co. use?
Ryan Poage & Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Ryan Poage & Co. 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/157432
Does Ryan Poage & Co. state an account minimum?
Its Form ADV Part 2A brochure dated June 16, 2026 says: "RP&C generally requires a minimum portfol io size of $100,000 but does not charge a minimum annual fee."
What changed in Ryan Poage & Co.'s recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annualized management fee is determined on a case -by-case basis according to these criteria, among others, but will not exceed 2.00%. The fees are negotiable at RP&C’s sole discretion.
Account minimum: $100,000
The brochure's wording
RP&C generally requires a minimum portfol io size of $100,000 but does not charge a minimum annual fee.
As stated in the firm's Form ADV Part 2A brochure dated June 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$114,196,904 as of October 2026, filing dated June 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Ryan Poage & Co., LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
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5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ryan Poage & Co. (CRD 157432): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ryan-poage-and-co-kansas-city-mo-157432