D
CRD: 170630
Design Asset Management, LLC
Kansas City, MO
9137177597
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-02-2014
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Design Asset Management, LLC
Design Asset Management, LLC is a Kansas City-based RIA. The firm has been operating for 12 years. Managing $20.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$20.7M AVG AUM / ADVISOR
$288.1K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Beacon Atlas Ridge eagle
Investment Themes
Element Optima vertex Oak alpha Ridge
Investment Vehicles
Delta
Services
Summit delta Legacy vector Radial summit
Owner & Executives
H
HENRY STEPHEN LANE
Chief Compliance Officer, Managing Member, Owner, President, Senior Portfolio Manager
- CRD
- #4875838
- Ownership
- 75% or more
(854) 422-1800
bridge.oak@crestcapital.com
in linkedin.com/in/zenith-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,741,841 | $379,643 |
| Non-Discretionary | $0 | $174,730 |
| Total | $20,741,841 | $374,951 |
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Separately Managed Accounts
Total SMA Asset: $20,741,841
Public Funds:
19.1% Equity - Exchange:
14.3% Cash:
19.7% Municipal Bonds:
19.8% U.S. Government/Agency:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,045,031,023 | 19.1% |
| Equity - Exchange | $782,405,425 | 14.3% |
| Cash | $1,077,859,222 | 19.7% |
| Municipal Bonds | $1,083,330,589 | 19.8% |
| U.S. Government/Agency | $1,482,740,351 | 27.1% |
| Total | $5,471,366,610 | 100.0% |