The Perspective Group, LLC
● SEC registered since 2020CRD 175294SEC# 801-119555Lawrence, KS
Reg. AUM
$225.1M
Employees
5
Accounts
554
Location
Lawrence, KS
The Perspective Group, LLC assets under management
The Perspective Group, LLC operates as an SEC-registered investment adviser based in Lawrence, KS. The firm has been registered since 2020. It reports $225.1 million in regulatory assets under management and employs 5 people.
The Perspective Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Garrett L Halton | Member | 5-10% | 2019 |
| Stephen Christopher Lane Control | President / Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does The Perspective Group, LLC manage?
The Perspective Group, LLC reports $225.1 million in regulatory assets under management on its Form ADV.
How many employees does The Perspective Group, LLC have?
The Perspective Group, LLC reports 5 employees.
Where is The Perspective Group, LLC located?
The Perspective Group, LLC is based in Lawrence, KS and has been SEC-registered since 2020.
Does The Perspective Group, LLC disclose fund performance?
The Perspective Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 Massachusetts Street, Suite 602, Lawrence, KS 66044 |
| Phone | (785) 749-1881 |
| Fax | (785) 749-1100 |
| Office hours | 8:30 a.m. - 3 p.m. (By Appointment) |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.1M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$225.1Mregulatory AUM
Discretionary $225.1M