Ryan Poage & Co

RIASEC RegisteredEst. 2026
Total AUM
$114M
Discretionary
$114M
100% of AUM
Avg account
$168K
Accounts
678
Employees
3
Advisory reps
4

Firm details

Headquarters
Kansas City, Missouri
CRD number
157432
Registered since
April 14, 2026
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 3%, Cash & Cash Equivalents 2%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Nicholas Dumenil

    Chief Compliance OfficerCRD 8004550

Contacts

3 of 3
  • Jordan Lambert

    Jordan Lambert

    Financial PlannerCRD 6152240

  • Kristin Terranella-gumina

    Kristin Terranella-gumina

    Director of OperationsCRD 5018351

  • Ryan Poage

    Ryan Poage

    President & FounderCRD 2931221

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth