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EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

LAWRENCE, KS · CRD 168246 · IAPD ↗ · edmondsduncan.com · (785) 856-2222

$440.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC (LAWRENCE, KS) left the SEC roster (was $440.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC notice-filed in TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.