Ryan Poage & Co
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 157432
- Registered since
- April 14, 2026
- Website
- www.ryanpoage.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.18%
- Individuals43.53%
- Corporations / Businesses0.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ryan Poage & Co. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm lists its SEC registration as 2026 and serves both individual/family and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, supplemented by fixed fees. The firm reports that it does not act as a capital allocator and is not positioned as an ESG-focused or multi-state 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 Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Nicholas Dumenil
Chief Compliance OfficerCRD 8004550
Contacts
3 of 3
Jordan Lambert
Financial PlannerCRD 6152240

Kristin Terranella-gumina
Director of OperationsCRD 5018351

Ryan Poage
President & FounderCRD 2931221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4435 Main St
- Time zone
- CT (UTC-6)
- Office locations
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