← Directory
ATWOOD & PALMER, INC.
CRD 104995File 801-36665
APPROVED
Retail clients
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 518 | 525 | increased by7 |
| Mar 1, 2026 | AUM | $1,723,355,253 | $2,037,056,697 | increased by$313,701,444 |
| Mar 1, 2026 | Accounts | 1,257 | 1,362 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 435 | 518 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,267,246,187 | $1,723,355,253 | increased by$456,109,066 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 435 | 1,257 | increased by822 |
| Apr 1, 2022 | Clients | 412 | 435 | increased by23 |
| Apr 1, 2022 | AUM | $1,112,085,547 | $1,267,246,187 | increased by$155,160,640 |
| Apr 1, 2022 | Accounts | 412 | 435 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ATWOOD PALMER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ATWOOD PALMER” may also match similarly-named firms). Confirm identity against each filing.
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.