Mader & Shannon Wealth Management
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 123741
- Registered since
- January 12, 2007
- Website
- madershannon.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.82%
- Individuals22.91%
- Pension & Profit Sharing Plans6%
- Other Investment Advisers2.77%
- Corporations / Businesses1.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mader & Shannon Wealth Management operates as an independent registered investment adviser, SEC-registered since 2007 and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional entities. Its fee model mixes asset-based fees and hourly charges. The adviser reports no active ESG program and is not structured as a multi-state or newly formed adviser. FINTRX flags an industry affiliation with an insurance company; the firm also lists insurance-related activity among its affiliations. Custody is centralized with a single primary custodian (see Assets & Accounts).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities30%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Kyle Sanders
Chief Investment StrategistCRD 6560241
James Mader
Chairman & CEOCRD 2673129
Contacts
3 of 6Daniel Kennedy
Investment Adviser RepresentativeCRD 5786069
Matthew Stevens
Wealth ManagerCRD 725155
John Martin
Investment Adviser RepresentativeCRD 1070144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$162M in ETFs
100%
$162M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $33.9M | 336,373 | 20.87% |
Location
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 4717 Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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