Searcy Financial Services, Inc.
● SEC registered since 1981CRD 105807SEC# 801-16377Overland Park, KS
Reg. AUM
$514M
Employees
9
Accounts
1,874
Location
Overland Park, KS
Searcy Financial Services, Inc. assets under management
Searcy Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 1981. It reports $514 million in regulatory assets under management and employs 9 people.
Searcy Financial Services, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica a Kmetty Living Trust Dtd | Revocable Living Trust | 10-25% | 2021 |
| Jessica Ann Kmetty Control | President / Chief Executive Officer | Under 5% | 2021 |
| John Christopher Fales Control | Principal / Director Of Financial Planning / Chief Compliance Officer | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Searcy Financial Services, Inc. manage?
Searcy Financial Services, Inc. reports $514 million in regulatory assets under management on its Form ADV.
How many employees does Searcy Financial Services, Inc. have?
Searcy Financial Services, Inc. reports 9 employees.
Where is Searcy Financial Services, Inc. located?
Searcy Financial Services, Inc. is based in Overland Park, KS and has been SEC-registered since 1981.
Does Searcy Financial Services, Inc. disclose fund performance?
Searcy Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12980 Foster Street, Suite 160, Overland Park, KS 66213-2703 |
| Phone | 913-814-3800 |
| Fax | 913-814-3900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 354923 |
| Discloses disciplinary history | No |
Regulatory AUM
$514M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$514Mregulatory AUM
Discretionary $514M