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RYAN POAGE & CO.
Legal name: RYAN POAGE & CO., LLC
CRD 157432File 801-135837
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$114.2M
Bottom 25% of cohort (national)
Discretionary AUM
$114.2M
Clients
192
678 accounts
Employees
3
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 14, 2026
- Principal office
- 4435 MAIN ST., SUITE 750, KANSAS CITY, MO, 64111
- Phone
- (816) 531-4555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.2M
- Discretionary AUM
- $114.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 678
- Non-discretionary accounts
- 0
- Total accounts
- 678
- AUM per client
- $595K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $338K |
| High net worth individuals | 24 | $64.2M |
| Individuals (other than high net worth individuals) | 167 | $49.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.