Financial Counselors Inc
● SEC registered since 1995CRD 106398SEC# 801-48195Overland Park, KS
Reg. AUM
$1.47B
Employees
22
Accounts
715
Location
Overland Park, KS
Financial Counselors Inc assets under management
Financial Counselors Inc operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 1995. It reports $1.5 billion in regulatory assets under management and employs 22 people.
Financial Counselors Inc owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Carl Hagemann | Director | Under 5% | 2003 |
| Amy Lyn Schaff | Senior Vice President & Chief Compliance Officer, Secretary, Asst. Treasurer | Under 5% | 2010 |
| Bradley Anthony Bergman Control | Director, Chairman Of The Board | Under 5% | 2011 |
| Bradley Nixon Sprong | Director | Under 5% | 2025 |
| David Brent Yost | Director | Under 5% | 2020 |
| Fci Holding Corporation Control | Parent Company Of Financial Counselors, Inc. | Over 75% | 1999 |
| Stacey Dean Perry | Director | Under 5% | 2015 |
| Thomas W Butch | Director | Under 5% | 2025 |
| Timothy Andrew Johnson | Cfo | Under 5% | 2018 |
| William Edward Koehler Control | Director, President And Chief Executive Officer | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Counselors Inc manage?
Financial Counselors Inc reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Counselors Inc have?
Financial Counselors Inc reports 22 employees.
Where is Financial Counselors Inc located?
Financial Counselors Inc is based in Overland Park, KS and has been SEC-registered since 1995.
Does Financial Counselors Inc disclose fund performance?
Financial Counselors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5901 College Boulevard, Suite 110, Overland Park, KS 66211 |
| Phone | 913-663-0680 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 949623 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.47B▼ 91%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,306 advisers
EmployeesTop 22%
More than 78% of 16,824 advisers
Assets under management
$1.47Bregulatory AUM
Discretionary $1.46BNon-discretionary $5.4M