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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 05-29-1990
- Office Locations
- 1
Office Locations
About Atwood & Palmer, Inc.
Atwood & Palmer is a Kansas City-based RIA serving individuals and families focused on multigenerational wealth. The firm combines financial planning with discretionary investment management for personal and business assets, emphasizing portfolio construction, asset allocation, and risk management. Portfolios are heavily ETF-based, with planning support across tax, estate, charitable giving, and insurance; Fidelity/NFS is a primary custodian.
Team overview
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Custodian
Investment Themes
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Owner & Executives
STEVEN PATRICK FRANKE
Partner
- CRD
- #4526236
- Ownership
- 25% but less than 50%
SPENCER ALAN JONES
Financial Advisor, General Partner, PARTNER
- CRD
- #2685477
- Ownership
- 25% but less than 50%
Radial oak
Radial delta
- CRD
- #95474
- Ownership
- 29.8%
Showing 2 of 5 owners & executives
Unlock allContacts
Matthew Thomas Eilert
Investment Counselor
- CRD
- #7940361
EVAN RALEIGH LANG
Director
- CRD
- #7908337
Glacier unison
Oak quantum pioneer
- CRD
- #72348
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,037,056,697 | $1,495,636 |
| Non-Discretionary | $0 | -- |
| Total | $2,037,056,697 | $1,495,636 |
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Separately Managed Accounts
Total SMA Asset: $2,037,056,697
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,146,461,521 | 19.3% |
| Cash | $1,550,396,150 | 26.1% |
| Corporate - Investment Grade | $451,456,350 | 7.6% |
| Other | $1,342,488,620 | 22.6% |
| U.S. Government/Agency | $1,449,412,492 | 24.4% |
| Total | $5,940,215,133 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE RIDGE NORTH | BRIDGE ZENITH | QK9PU0W0X | XRSOV | 7.08% | $73,790,383 |
| WAVE RADIAL FOCUS | VECTOR VALUE | 94KCESG6M | WJCIT | 5.08% | $46,207,347 |
| WAVE ZENITH LEGACY | MOMENTUM PEAK | A6205DN43 | UCT | 10.53% | $116,408,876 |
| INSIGHT VITAL | INSIGHT RADIAL | Z4D9AUUC1 | HTT | 5.90% | $32,132,822 |
| LEGACY PEAK CAPITAL | VERTEX ATLAS | HE71FFIH4 | VQHZL | 3.89% | $55,446,358 |
| HORIZON HORIZON | OPTIMA QUANTUM | HH55IOS4A | WZVKD | 3.12% | $71,325,928 |
| DELTA BRIDGE FOUNDATION | PEAK FRONTIER | WH8D8A9RY | MXDCU | 0.89% | $81,110,564 |
| FOCUS FOCUS | PATHWAY LEGACY | 4KTN31UM2 | SXCDI | 3.81% | $84,467,149 |