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Ryan Poage & Co.

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Client assets under management

$113,858,529

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Clients

191

13% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

64

High

Average account size

$596,118

About

Ryan Poage & Co. provides financial planning, consulting and discretionary investment management to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and business entities, managing roughly $114.2 million across about 191 client relationships supported by a three‑advisor team. The firm offers asset‑based advisory services alongside fixed‑fee financial planning engagements, and certain supervised persons also offer commission‑based brokerage and insurance products in their separate capacities.

The firm combines fundamental and technical analysis in portfolio construction and typically allocates assets among mutual funds, ETFs, individual equities and debt, structured products and the securities components of variable annuities, tailoring portfolios to clients’ risk tolerances and objectives and generally exercising discretionary authority with at least quarterly reviews. RP&C also implements proprietary “similarly managed” strategies for some clients, a practice the brochure notes can involve above‑average turnover and implementation without regard to individual tax consequences.

Noteworthy disclosures in the brochure include participation in institutional custodian programs (Charles Schwab and Interactive Brokers) and receipt of related software, research and support, as well as the firm’s practice of arranging or paying for certain client professional services (for example, tax‑preparation or estate‑planning fees) in select cases — arrangements the firm identifies as potential conflicts and describes mitigation policies for. The brochure also discloses supervised persons’ broker‑dealer affiliations and insurance licenses and reports a recent filing to convert to SEC registration and the designation of a chief compliance officer, reflecting a documented compliance and growth transition.

Client services

Financial planning Portfolio management

Expertise

Wealth management Retirement income strategy Annuities Charitable giving & philanthropy

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for financial planning and consulting services

Commissions

Certain supervised persons offer securities brokerage services and insurance products on a commission basis

Other

Account minimum: $100,000 Fee-only: Fixed fees for financial planning and consulting generally range from $250 to $1,000, up to $15,000 depending on services

Main office location

Ryan Poage & Co.

800 W. 47 Th Street, Suite 700

Kansas City MO 64112, United States

Number of offices

1

Most active in

More info

Colorado · Kansas · Missouri · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (816) 531-4555

Advisors at this firm

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Jordan L

Series 63, Series 66

Kansas City, MO

Ryan Poage & Co.

Jordan Lambert is a financial advisor with Ryan Poage & Co. in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Ryan Poage & Co. since 2016 and has prior experience with Purshe Kaplan Sterling Investments, Lawing Financial Inc, and Cambridge Investment Research, Inc. Outside of his advisory role, Lambert is involved in marketing and sales for his family's third-generation HVAC business. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.

Wealth management Retirement income strategy Annuities Charitable giving & philanthropy Executive Founder/Business Owner
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Kristin T

Series 66

Kansas City, MO

Ryan Poage & Co.

Kristin Terranella Gumina is a financial advisor at Ryan Poage & Co. in Kansas City, MO, with 17 years of industry experience. She holds a Series 66 credential and has worked at Ryan Poage & Co. since 2010 and Purshe Kaplan Sterling Investments since 2011. Outside of advising, she is also a notary public. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.

Wealth management Retirement income strategy Annuities Charitable giving & philanthropy Executive Founder/Business Owner
user avatar

Ryan P

CFP®, Series 63

Kansas City, MO

Ryan Poage & Co.

Ryan Poage is a CFP® with 27 years of industry experience and is the principal of Ryan Poage & Co. He has worked at Purshe Kaplan Sterling Investments since 2011 and has led his own firm since 2006. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.

Wealth management Retirement income strategy Annuities Charitable giving & philanthropy Executive Founder/Business Owner
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