SourcingSourcing

POSTROCK PARTNERS LLC

C46
CRD 328865·SEC 801-129138·OVERLAND PARK, KS
AUM
$489.1M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POSTROCK PARTNERS LLC
CRD
328865
SEC file #
801-129138
EIN
934149585
DBA names
—

Economics

AUM
$489.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$449.7M → $489.1M▲ +9%
Client mix
Individuals High Net Worth19
Corporations15

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
postrockpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCOTT, BRADLEY, DEAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SCOTT, BRADLEY, DEAN
DREILING, TIMOTHY, AARON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POSTROCKPARTNERS.COM
Rdap Domain Creation Date
2023-09-26T01:36:16Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002053668
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001951757-26-000777

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1765
Soi Zip Pct 200k Plus
0.0265
Soi Zip Returns 200k Plus
260
Soi Zip Total AGI
653,703
Fdic Zip Total Deposits
16,388,342,000
Fdic Zip Branch Count
197
Fdic Zip Top Banks
UMB Bank, National Association
Metcalf Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
6700 ANTIOCH ROADSUITE 470OVERLAND PARK, KS 66204
Business
6700 ANTIOCH ROADSUITE 470OVERLAND PARK, KS 66204
Edgar EIN
934149585
Edgar Recent Filings
13F-HR2026-05-06 · 0001951757-26-000777
13F-HR2026-01-16 · 0001951757-26-000192
Fdic Zip Branches Raw
Metcalf State BankOverland Park, KS
Metcalf State BankOverland Park, KS
Fdic Zip HHI
2753.06
Fdic Zip Top Bank Share Pct
48.99
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-09-26T01:36:16Z
Rdap Domain Last Changed
2023-12-04T05:28:36Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,826
Returns2,160
Stub 2
AGI97,711
Returns2,590
Stub 3
AGI126,346
Returns2,060
Soi Zip Total Business Income
21,290
Soi Zip Total Cap Gains
16,776
Soi Zip Total Dividends
7,060
Soi Zip Total Returns
9,800
Top Owner CRD
2289143
Trust Company Affiliate
No

People (5)

5
SCOTT, BRADLEY, DEAN
IAR · Direct Owner · 62.5%
2289143
DREILING, TIMOTHY, AARON
IAR · Direct Owner · 37.5%
2422771
TREASTER, CHAD, MICHAEL
IAR · Direct Owner · 7.5%
4262411
IMLAY, JASON, CHRISTOPHER
IAR · Executive Officer · 2.5%
3276059
Katherine Elizabeth Queen
IAR
7856289