Asset manager · Overland Park, KS
Postrock Partners LLC
SEC-registered investment adviser · CRD 328865 · SEC 801-129138
At a glance
Postrock Partners LLC is an SEC-registered investment adviser based in Overland Park, Kansas, with $489 million in regulatory assets under management as of its Form ADV filed May 5, 2026. Its largest client group by assets is corporations or other businesses, and it reports 19 individual clients. By Form ADV it is a asset manager, ranked 1,695th of 3,218 asset managers and 7,920th of 17,210 SEC-registered advisers by assets.
Main office 913-308-8030postrockpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $489M
- Rank among asset managers
- #1,695 of 3,218
- Rank among all SEC RIAs
- #7,920 of 17,210
- Rank in Kansas
- #65 of 134
- Individual clients
- 19
- High-net-worth clients
- 19
- Accounts
- 77
- Discretionary
- 93% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Bradley D. ScottPresident and Chief Executive Officer / Chief Compliance Officer
- Timothy A. DreilingChief Investment Officer
- Chad M. TreasterPartner
- Jason C. ImlayDirector of Wealth Planning
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 15 | $375M | 77% |
| High-net-worth individuals | 19 | $113M | 23% |
| Individuals | – | $2M | <1% |
Disciplinary disclosures
Postrock Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗postrockpartners.com ↗
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The full record on Postrock Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,006 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Postrock Partners LLC manage?
Postrock Partners LLC reports $489 million in regulatory assets under management across 77 accounts, 93% of it on a discretionary basis, on its Form ADV filed May 5, 2026.
What kind of firm is Postrock Partners LLC?
Postrock Partners LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Postrock Partners LLC’s clients?
By assets, its largest client types are corporations or other businesses ($375 million, 15 clients); high-net-worth individuals ($113 million, 19 clients); individuals ($2 million).
Does Postrock Partners LLC have any disciplinary history?
Postrock Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Postrock Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →