# 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.

- CRD: 157432
- Filed as: RYAN POAGE & CO.
- Legal name: Ryan Poage & Co., LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157432
- AdvisorCensus page: https://advisorcensus.com/firm/ryan-poage-and-co-kansas-city-mo-157432

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $114,196,904
- Discretionary: $114,196,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $49,706,695 |
| High net worth individuals | 24 | $64,151,834 |
| Corporations or other businesses not listed above | 1 | $338,375 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, KS, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ryanpoage.com
- Facebook @RYAN-POAGE-CO-376477329432255
- LinkedIn @RYANPOAGE

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ryan Poage & Co. (CRD 157432): Form ADV filing data as of October 2026.