SEARCY FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 105807
- Registered since
- September 24, 1981
- Website
- www.searcyfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.7%
- Other Investment Advisers14.32%
- Individuals10.39%
- Pension & Profit Sharing Plans4.5%
- Charitable Organizations0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Searcy Financial Services, Inc. is an independent registered investment adviser formed as a corporation and operating since 1981. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Searcy is not identified as an active ESG investor and is not classified as a multi-state adviser in the dataset provided. The firm received recognition as a Top RIA in FA Magazine’s 2020 list.
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 Funds74%
- Exchange Traded Equities12%
- Cash & Cash Equivalents9%
- State & Local Bonds3%
- Other1%
Owners & executives
3 of 3RYAN BROOKE
Chief Investment OfficerCRD 6422010
JOHN FALES
Lead Advisor and Chief Compliance OfficerCRD 6056370
MARCUS SHAFFER
CFOCRD 4777059
Contacts
3 of 5JESSICA KMETTY
PrincipalCRD 4554864
BRENDA CARRICO
Director of Client ServicesCRD 5415922
Tanner Manning
Client Service AssociateCRD 7933712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$238M in ETFs
69%
$164M
31%
$74M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 ETF (IWL) | BlackRock | Passive | Large Blend | $29.2M | 182,040 | 12.28% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, 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
- 12980 Foster St
- Time zone
- CT (UTC-6)
- Office locations
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