← Directory
ATWOOD & PALMER, INC.
CRD 104995File 801-36665
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$2.04B
Clients
525
1,362 accounts
Employees
9
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 29, 1990
- Principal office
- 4520 MADISON AVENUE, SUITE 200, KANSAS CITY, MO, 64111-3541
- Phone
- 816-931-2266
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $2.04B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,362
- Non-discretionary accounts
- 0
- Total accounts
- 1,362
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $30.5M |
| Charitable organizations | 8 | $58.0M |
| High net worth individuals | 358 | $1.91B |
| Individuals (other than high net worth individuals) | 153 | $35.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.