Mader & Shannon Wealth Management
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 123741
- Registered since
- January 12, 2007
- Website
- madershannon.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.82%
- Individuals22.91%
- Pension & Profit Sharing Plans6%
- Other Investment Advisers2.77%
- Corporations / Businesses1.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mader & Shannon Wealth Management is an independently owned registered investment adviser, organized as a corporation and SEC-registered since 2007. The firm advises both individual and family clients as well as institutional/business clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Compensation is primarily asset-based supplemented by hourly fees. The firm reports no active ESG investing program and is not described as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Kyle Sanders
Chief Investment StrategistCRD 6560241
James Mader
Chairman & CEOCRD 2673129
Contacts
3 of 6Michael Batsell
Investment Adviser RepresentativeCRD 1149539
Bret Guillaume
PresidentCRD 4704575
Leann Knuth
Senior Financial AdvisorCRD 5855515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$171M in ETFs
100%
$171M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $33.7M | 335,197 | 19.72% |
Location
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 4717 Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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