Prairie Advisory, LLC

RIASEC Registered

Total AUM

$554M

Discretionary

$554M

100% of AUM

Avg account

$370K

Accounts

1,500

Employees

12

Advisory reps

10

Firm details

Headquarters: Leawood, Kansas
CRD number: 339211
Registered since: February 13, 2026
Website: prairieadvisoryllc.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Other100%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Prairie Advisory, LLC is a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is registered with the SEC, having completed registration in 2026. Ownership is listed as individual, and the firm charges clients via a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Prairie Advisory does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities78%
Public Funds/Mutual Funds17%
Cash & Cash Equivalents5%
Investment Grade Corp Bonds1%

Contacts

3 of 10

Marc Wilborn
CCO, Managing MemberCRD 5363861
Peggy Bruce
Financial AdvisorCRD 6892320
James Fair
IARCRD 4671104

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 81

Active vs passive

$429M in ETFs

Passive

74%

$317M

Active

16%

$112M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$60.3M	79,099	14.06%

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Primary office

Leawood, KS

Johnson

Location

Leawood, KS

Headquartered in Leawood, KS, 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: Johnson
Address: 4000 W 114th St
Time zone: CT (UTC-6)
Office locations

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