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POSTROCK PARTNERS LLC
CRD 328865File 801-129138
APPROVED
Retail clients
Custody
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$489.1M
Above cohort median (national)
Discretionary AUM
$455.9M
Non-discretionary $33.2M
Clients
34
77 accounts
Employees
5
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 30, 2023
- Principal office
- 6700 ANTIOCH ROAD, SUITE 470, OVERLAND PARK, KS, 66204
- Phone
- (913) 308-8030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $489.1M
- Discretionary AUM
- $455.9M
- Non-discretionary AUM
- $33.2M
- Discretionary accounts
- 74
- Non-discretionary accounts
- 3
- Total accounts
- 77
- AUM per client
- $14.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $374.8M |
| High net worth individuals | 19 | $112.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.6M |
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
- No
- 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.