Fee-only adviser · Overland Park, KS
Boulder Investment Group
Boulder Investment Group is a fee-only investment adviser registered with the securities regulators of Arizona, Kansas, Missouri, with its main office in Overland Park, Kansas. On its latest Form ADV, filed September 14, 2026, it reports $72M in regulatory assets under management, 144 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, Kansas, Missouri |
|---|---|
| Firm CRD number | 147809 · SEC file 801-110679 |
| Office | 7400 W 132nd ST. Suite 165 Overland Park, KS 66213 |
| Phone | (913) 944-4600 |
| Website | boulderkc.com |
| Regulatory assets under management | $72M |
| Individual clients | 109 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | September 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Overland Park
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See all 55 fee-only advisers in Overland Park →
Nearby
- Lenexa 2 firms
- Leawood 11 firms
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Olathe 1 firm
- Mission 4 firms
- Mission Woods 1 firm
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