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 that began SEC registration in 2007. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-assets-under-management schedule with the ability to bill hourly for certain services. The firm is affiliated with the insurance industry and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
$162M in ETFs
100%
$162M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $33.9M | 336,373 | 20.87% |
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
Similar firms
Baum Capital Partners Management, LLC
RIAKansas City, MO
Craft & Sage Wealth
RIAKansas City, MO
1248 Partners, LLC
RIAKansas City, MO
Sterneck Capital Management LLC
RIAKansas City, MO
Mid-American Wealth Advisory Group
RIAKansas City, MO
Nicholson Meyer Capital Management, Inc.
RIAKansas City, MO