Searcy Financial Services, Inc.
Searcy Financial Services, Inc. is an SEC-registered wealth manager in Overland Park, KS with $514.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Searcy Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105807, SEC 801-16377, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $514.0M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Overland Park, KS
- Employees
- 9
- Clients
- 193
- CRD
- 105807
- Ownership
- SEARCY, MICHAEL, JOHN; KMETTY, JESSICA, ANN; SHAFFER, MARCUS, CLINTON; SEARCY-MALDONADO, JESSICA, ANN; FALES, JOHN, CHRISTOPHER
How much AUM does Searcy Financial Services, Inc. have?
Searcy Financial Services, Inc. reported $514.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Searcy Financial Services, Inc.?
Disclosed owners and executives of Searcy Financial Services, Inc. include SEARCY, MICHAEL, JOHN, KMETTY, JESSICA, ANN, SHAFFER, MARCUS, CLINTON, SEARCY-MALDONADO, JESSICA, ANN, FALES, JOHN, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.