KC Investment Advisors is an investment advisor in Wichita with $262.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
481229282
SEC advisor number
801-63322
FINRA CRD number
114556
AUM ?
$262.58 mm
(as of 10 Aug 22)
Accounts
683
(as of 10 Aug 22)
Employees
5
(4 investment advisory or research)
Address
KC Investment Advisors
1605 N WATERFRONT PARKWAY
SUITE 200
WICHITA
KS 67206
1605 N WATERFRONT PARKWAY
SUITE 200
WICHITA
KS 67206
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Phone
316-682-8344
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kcoe Isom, LLP | Owner | 03/2000 | 50-75% |
Kcoe Wealth Management, LLC | Owner | 03/2000 | > 75% |
Allen, Blake, Prentiss | President | 03/2012 | < 5% |
HBKS Investments, LLC | Owner | 01/2018 | 25-50% |
KCWM Holdings, LLC | Owner | 01/2018 | > 75% |
Meyer, Sheryl, Anne | Chief Compliance Officer | 04/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22