ITI Financial Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$96,000,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
106
20% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
106
Average account size
$905,660
About
ITI Financial Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to select corporations or business entities. The firm delivers ongoing portfolio management and prepares an individualized investment policy statement for each client, alongside one‑off and hourly financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with a bias toward passive mutual funds and index ETFs supplemented by equities, fixed income, REITs and select commodities. ITI typically manages client assets on a discretionary basis in‑house (it does not engage third‑party sub‑advisers) and asks clients to use a specified custodian for execution and reporting.
What distinguishes ITI from many peers is that it operates as the sponsor and manager of a wrap fee program, placing all portfolio clients into that platform rather than managing accounts outside a wrap arrangement. The firm also has a disclosure event on file: its principal is a defendant in a civil matter that is currently on appeal; there are no criminal, administrative, or self‑regulatory proceedings disclosed.
Client services
Financial planning
Portfolio management
Administrative services
Expertise
Wealth management
Passive / index investing
College savings (529s, UTMA, etc.)
Fee options
$5,000 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: Negotiable
$100 per hour (negotiable)
Account minimum: $150,000 (may be waived)
Main office location
ITI Financial Management
4650 S. National Ave, Suite A 1
Springfield MO 65810, United States
Number of offices
1
Most active in
ITI Financial Management has reported serving >5 clients in these states in the last 12 months.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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