Asset manager · Leawood, KS
Prairie Advisory, LLC
SEC-registered investment adviser · CRD 339211 · SEC 801-135253
At a glance
Prairie Advisory, LLC is an SEC-registered investment adviser based in Leawood, Kansas, with $554 million in regulatory assets under management as of its Form ADV filed September 30, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 1,633rd of 3,218 asset managers and 7,422nd of 17,210 SEC-registered advisers by assets.
Main office 913-963-1054prairieadvisoryllc.comAs filed on Form ADV
- Regulatory AUM
- $554M
- Rank among asset managers
- #1,633 of 3,218
- Rank among all SEC RIAs
- #7,422 of 17,210
- Rank in Kansas
- #61 of 134
- Clients
- 625
- Accounts
- 1,500
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 9
- Offices
- 4
Owners and executives on its Form ADV
- Marc A WilbornManaging Member / CCO
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed January 2026) names LPL Financial as the broker-dealer its advisers are registered with.
Some affiliated persons of Prairie Advisory may also be registered representatives of LPL Financial LLC, a securities broker-dealer and member of the Financial Industry Regulatory Authority, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 625 | $554M | 100% |
Disciplinary disclosures
Prairie Advisory, 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
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗prairieadvisoryllc.com ↗
AtlasMembers
The full record on Prairie Advisory, 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, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,016 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Prairie Advisory, LLC manage?
Prairie Advisory, LLC reports $554 million in regulatory assets under management across 1,500 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 30, 2026.
What kind of firm is Prairie Advisory, LLC?
Prairie Advisory, 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 Prairie Advisory, LLC’s clients?
By assets, its largest client types are other ($554 million, 625 clients).
Does Prairie Advisory, LLC have any disciplinary history?
Prairie Advisory, 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 Prairie Advisory, 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 (2026-09-30), 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 →