Normandy Investment Advisors
Normandy Investment Advisors is an SEC-registered mass-market adviser in Leawood, KS with $273.4M assets under management (AUM, regulatory AUM), +92% over one year. See who owns Normandy Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316321, SEC 801-122314, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $273.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Leawood, KS
- Employees
- 5
- Clients
- 300
- CRD
- 316321
- Ownership
- CASWELL, BRENT, A; TUDAS, JEFFREY, ALAN
How much AUM does Normandy Investment Advisors have?
Normandy Investment Advisors reported $273.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Normandy Investment Advisors?
Disclosed owners and executives of Normandy Investment Advisors include CASWELL, BRENT, A, TUDAS, JEFFREY, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.