Koesten Hirschmann & Crabtree, Inc.
● SEC registered since 2000CRD 107212SEC# 801-57971Overland Park, KS
Reg. AUM
$668.3M
Employees
17
Accounts
1,559
Location
Overland Park, KS
Koesten Hirschmann & Crabtree, Inc. assets under management
Koesten Hirschmann & Crabtree, Inc. is an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2000. It reports $668.3 million in regulatory assets under management and employs 17 people.
Koesten Hirschmann & Crabtree, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Colleen Marie Wysong Control | Chief Compliance Officer | Under 5% | 2022 |
| Jessi Lyn Chadd | Chief Wealth Officer And Shareholder | 10-25% | 2022 |
| Lucas James Bucl | Chief Investment Officer And Shareholder | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Koesten Hirschmann & Crabtree, Inc. manage?
Koesten Hirschmann & Crabtree, Inc. reports $668.3 million in regulatory assets under management on its Form ADV.
How many employees does Koesten Hirschmann & Crabtree, Inc. have?
Koesten Hirschmann & Crabtree, Inc. reports 17 employees.
Where is Koesten Hirschmann & Crabtree, Inc. located?
Koesten Hirschmann & Crabtree, Inc. is based in Overland Park, KS and has been SEC-registered since 2000.
Does Koesten Hirschmann & Crabtree, Inc. disclose fund performance?
Koesten Hirschmann & Crabtree, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10851 Mastin Blvd., Ste 1050, Overland Park, KS 66210 |
| Phone | 913-345-1881 |
| Fax | 913-345-1810 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1963421 |
| Discloses disciplinary history | No |
Regulatory AUM
$668.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$668.3Mregulatory AUM
Discretionary $652MNon-discretionary $16.4M