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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2021
- Office Locations
- 1
Office Locations
About Derks Financial, LLC
Derks Financial, LLC is a Lees Summit-based RIA. The firm has been operating for 4 years. Managing $80.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 285 clients, or 142.5 clients per representative. That equates to $280.7K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on January 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Derks Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN ANTHONY DERKS
Chief Compliance Officer, Financial Planner
- CRD
- #5751523
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHELSEA LYNN Hatchel
--
- CRD
- #6424238
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Derks Financial, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.