National Retirement Planning Experts

National Coverage
Local Professionals

FIVE ELMS CAPITAL

4801 Main St.
Ste. 700
Kansas City, Missouri 64112
Tel: (913) 953-8960

Need a Financial Advisor?
Compare Vetted Advisors

About FIVE ELMS CAPITAL

FIVE ELMS CAPITAL, formally registered with the SEC as FIVE ELMS CAPITAL. The firm was established in 07/31/2017. They have over 1 offices throughout the country.

FIVE ELMS CAPITAL is a Kansas City, Missouri based Financial Planning firm with nearly $1,617,156,869 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#163548
SEC#801-110914
Assets Managed by Firm$1,617,156,869
No. of Clients16
No. of Advisors41

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total16$1,617,156,869

More Retirement Planning firms in Kansas City, Missouri:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
EDWARD JONES
12555 Manchester Rd
St. Louis, MO, 63131
$593,126,816,828455833128607
WELLS FARGO CLEARING SERVICES, LLC
One North Jefferson Avenue, Mail Code: H0004-063
St. Louis, MO, 63103-2205
$524,940,620,141142899920587
NISA INVESTMENT ADVISORS, LLC
101 South Hanley Road Suite 1700
St. Louis, MO, 63105-3787
$277,313,111,722216383
AMERICAN CENTURY INVESTMENT MANAGEMENT INC
4500 Main Street
Kansas City, MO, 64111-7709
$215,298,863,331464213
OLIVE STREET INVESTMENT ADVISERS, LLC
12555 Manchester Road
St. Louis, MO, 63131
$149,003,820,68812173

Explore More Retirement Advisors in Kansas City, Missouri