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CONVERSE TEAM FINANCIAL SERVICES, LLC
CRD 335322File 801-132403
APPROVED
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$325.0M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $325.0M
Clients
83
83 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 14, 2025
- Principal office
- Not reported
- Phone
- 316-600-4015
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $325.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $325.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 83
- Total accounts
- 83
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 83 | $325.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.