← Directory
CONVERSE TEAM FINANCIAL SERVICES, LLC
CRD 335322File 801-132403
APPROVED
Filing as of Jun 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 80 | 83 | increased by3 |
| Jul 1, 2026 | AUM | $0 | $325,000,000 | increased by$325,000,000 |
| Jul 1, 2026 | Accounts | 0 | 83 | increased by83 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONVERSE TEAM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONVERSE TEAM” 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.