PROACTIVE CAPITAL MANAGEMENT, INC.

1414 Sw Ashworth Place
Suite 200
Topeka, Kansas 66604
Tel: 785-215-8080

About PROACTIVE CAPITAL MANAGEMENT, INC.

PROACTIVE CAPITAL MANAGEMENT, INC, formally registered with the SEC as PROACTIVE CAPITAL MANAGEMENT, INC. The firm was established in 06/09/2023. They have over 1 offices throughout the country.

PROACTIVE CAPITAL MANAGEMENT, INC. is a Topeka, Kansas based Financial Planning firm with nearly $151,549,748 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297791
SEC#	801-128137
Assets Managed by Firm	$151,549,748
No. of Clients	601
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (FINANCIAL PLANNING SERVICES INCLUDED IN)

Firm Client Information

	No. of Clients	AUM
Firm Total	601	$151,549,748
Individuals (other than high net worth individuals)	215	$54,301,591
High net worth individuals	34	$69,309,409
Pension and profit sharing plans	5	$21,959,490
Charitable organizations	5	$5,783,290
Corporations or other businesses	2	$195,968

More Retirement Planning firms in Topeka, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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