D
Design Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,382,702
Clients
35
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$582,363
About
The firm is a state‑registered, single‑advisor independent investment adviser that provides fee‑based discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, investment advisors and business entities. Services are tailored through ongoing consultation and may be delivered under asset‑based or negotiated fixed fee arrangements.
The advisor applies a mix of fundamental, technical and cyclical analysis to construct diversified portfolios that can include exchange‑listed securities, mutual funds and ETFs, individual bonds and stocks, REITs, and, for accredited investors, privately offered Regulation D investments. When agreed with clients, the firm may implement active strategies—including short‑term trading, hedging, use of options and other derivatives, and borrowing on margin within separately managed accounts.
Notable distinctions include the firm’s willingness to use derivatives and margin in separately managed accounts—an uncommon practice among peers—and an explicit service niche that includes charitable organization clients and support for private placement investments. The firm operates with a modest asset base and small client roster under a single advisor, enabling customized scopes of service (such as fixed‑fee arrangements or expanded hedging/derivative programs) and occasional investments in interval funds that can impose periodic liquidity constraints.
Client services
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Fixed fees range from $0.00 to $100,000.00 annually, billed quarterly in arrears, negotiated per client agreement.
$50,000.00 - $200,000.00: 1.00% annually $200,000.00 - $2,000,000.00: 0.75% annually $2,000,000.00+: 0.50% annually $50,000.00 - $1,000,000.00: 1.00% annually $1,000,000.00 - $3,000,000.00: 0.75% annually $3,000,000.00+: 0.65% annually $50,000.00 - $1,000,000.00: 0.75% annually $1,000,000.00 - $10,000,000.00: 0.50% annually $10,000,000.00+: 0.30% annually
Account minimum: $50,000.00
Main office location
Design Asset Management, LLC
Kansas City MO, United States
Number of offices
1
Most active in
Design Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")