CRD: 324193
Challenge Everything Financial LLC
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Quantum elementBridge vertex +more
- Established Date
- 02-20-2023
- Office Locations
- 1
Office Locations
10000 Marshall DR Lenexa KS
About Challenge Everything Financial LLC
Challenge Everything Financial is a Lenexa, KS-based (virtual) flat-fee, subscription RIA serving sales professionals and business owners. The firm provides transparent financial planning, goal-based investing, and tax planning, and is paid only by clients (no commissions or referral fees). Portfolios primarily use ETFs alongside cash allocations, with custody via platforms such as Altruist and Schwab.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$61.8K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Alpha Prime bridge Harbor
Client Personas
Frontier Beacon delta
Custodian
Horizon peak Ridge north Atlas Oak Vital
Investment Themes
Frontier vertex Catalyst
Investment Vehicles
Meridian north
Platform
Capital
Services
North Pioneer Timber Signal vertex Peak Eagle pathway Fusion eagle Momentum summit
Technology
Oak Vital pioneer Optima vertex
Owner & Executives
M
Michael Edward Pyle
Chief Compliance Officer, Managing Partner
- CRD
- #7674460
- Ownership
- 75% or more
(913) 391-6983
prime.ember@frontiercapital.com
in linkedin.com/in/delta-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,090,396 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,090,396 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,090,396
Equity - Exchange:
17.3% Cash:
82.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $717,541,370 | 17.3% |
| Cash | $3,430,096,605 | 82.7% |
| Total | $4,147,637,975 | 100.0% |