FIVE ELMS CAPITAL

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

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 $2,380,236,476 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 55 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163548
SEC#	801-110914
Assets Managed by Firm	$2,380,236,476
No. of Clients	20
No. of Advisors	55

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$2,380,236,476

More Retirement Planning firms in Kansas City, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
EDWARD JONES 12555 Manchester Rd St. Louis, MO, 63131	$824,988,034,503	5086856	29003
WELLS FARGO ADVISORS One North Jefferson Avenue, Mail Code: H0004-05e St. Louis, MO, 63103-2205	$558,464,518,060	1352052	19871
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218

Explore More Retirement Advisors in Kansas City, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.