Prairie Advisory, LLC
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
FINTRXOverview
Prairie Advisory, LLC is a privately held limited liability company that registered with the SEC in 2026. The firm is owner-operated and provides fee-based advisory services focused on individual and small-business clients. Its advisory menu includes comprehensive financial planning, discretionary portfolio management for individuals and smaller enterprises, and pension consulting. Prairie charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Public filings indicate the firm does not position itself as an ESG-focused allocator and is not listed as a capital allocator.
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 10
Marc Wilborn
CCO, Managing MemberCRD 5363861
Peggy Bruce
Financial AdvisorCRD 6892320
James Fair
IARCRD 4671104
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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