Prairie Advisory, LLC
Firm details
- Headquarters
- Leawood, Kansas
- CRD number
- 339211
- Registered since
- February 13, 2026
- 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
FINTRXOverview
Prairie Advisory, LLC is a recently established limited liability company that registered with the SEC in 2026. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm is organized as an owner-operated LLC and is positioned to serve a retail client base through advisory relationships rather than acting 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
- Exchange Traded Equities78%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Contacts
3 of 10Christopher Brungardt
Investment Advisor RepresentativeCRD 5523510
James Fair
IARCRD 4671104
Peggy Bruce
Financial AdvisorCRD 6892320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$401M in ETFs
74%
$297M
16%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $59.3M | 79,367 | 14.80% |
Location
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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