← Directory
DEMARCHE
Legal name: DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851File 801-68693
APPROVED
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$228.4M
Below cohort median (national)
Discretionary AUM
$228.4M
Clients
16
16 accounts
Employees
22
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 29, 2008
- Principal office
- 10975 GRANDVIEW DRIVE, SUITE 500, OVERLAND PARK, KS, 66210-1564
- Phone
- 913-981-1345
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $228.4M
- Discretionary AUM
- $228.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16
- Non-discretionary accounts
- 0
- Total accounts
- 16
- AUM per client
- $14.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $118.6M |
| Charitable organizations | Fewer than 5 | $95.5M |
| Pooled investment vehicles | 1 | $7.8M |
| Pension and profit sharing plans | Fewer than 5 | $6.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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
- Yes
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.