CRD: 332929
Collaborative Portfolio Management
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- Custodian
- Alerus · Capital Group · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-16-2024
- Office Locations
- 1
Office Locations
About Collaborative Portfolio Management
Collaborative Portfolio Management is a Overland Park-based RIA. The firm has been operating for 1 years. Managing $178.7M in total assets under management, with 4 advisory representatives. They custody assets with Alerus and Capital Group.
Reported data analysis
What the numbers show
Between November 12, 2025 and July 1, 2026, reported AUM increased 22.4%, from $146.1M to $178.7M.
Across 3 reported observations, AUM increased 48.1% between December 17, 2024 and July 1, 2026, from $120.7M to $178.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 182 clients, or 45.5 clients per representative. That equates to $982.1K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN PATRICK ORINDGREFF
Chief Compliance Officer
- CRD
- #2114466
- Ownership
- Less than 5%
RESA ANN THOMAS
Owner
- CRD
- #6147602
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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James DeJulio
--
- CRD
- #1002774
Mychal Masterson
Financial Consultant
- CRD
- #7644392
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,738,625 | $344,390 |
| Non-Discretionary | $0 | -- |
| Total | $178,738,625 | $344,390 |
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Separately Managed Accounts
SMA allocation detail is available
Collaborative Portfolio Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.