S&A FINANCIAL SERVICES, INC.
CRD #110471 SEC #801-57170 OVERLAND PARK, KS 913-362-2712
SEC Registered
Total AUM
$321.7M
Discretionary
$296M
Employees
8
Clients
101
Accounts
1,448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $321.7M | $296M | $25.6M | 8 | 351 |
| Feb 2024 | $310.6M | $289M | $21.6M | 11 | 318 |
| Mar 2023 | $258.2M | $240.8M | $17.4M | 10 | 307 |
| Dec 2022 | $293.5M | $273.7M | $19.8M | 9 | 272 |
| Mar 2022 | $293.5M | $273.7M | $19.8M | 9 | 272 |
| Mar 2021 | $252.6M | $234.5M | $18.1M | 5 | 252 |
| Jun 2020 | $217.6M | $217.6M | $0 | 5 | 254 |
| Mar 2020 | $217.6M | $217.6M | $0 | 5 | 254 |
| Nov 2019 | $188.3M | $188.3M | $0 | 7 | 0 |
| Oct 2019 | $188.3M | $188.3M | $0 | 7 | 0 |
| Aug 2019 | $188.3M | $188.3M | $0 | 7 | 0 |
| Aug 2019 | $188.3M | $188.3M | $0 | 7 | 0 |
| Mar 2019 | $188.3M | $188.3M | $0 | 7 | 0 |
| Jul 2018 | $190M | $190M | $0 | 7 | 0 |
| Apr 2018 | $190M | $190M | $0 | 6 | 0 |
| Apr 2018 | $190M | $190M | $0 | 6 | 0 |
| Mar 2018 | $190M | $190M | $0 | 6 | 0 |
| Mar 2018 | $190M | $190M | $0 | 6 | 0 |
| Mar 2018 | $190M | $190M | $0 | 6 | 0 |
| Sep 2017 | $173.8M | $173.8M | $0 | 6 | 800 |
| Jul 2017 | $173.8M | $173.8M | $0 | 4 | 800 |
| Apr 2017 | $173.8M | $173.8M | $0 | 4 | 800 |
| Apr 2017 | $173.8M | $173.8M | $0 | 4 | 800 |
| Apr 2017 | $173.8M | $173.8M | $0 | 4 | 800 |
| Mar 2017 | $173.8M | $173.8M | $0 | 4 | 800 |
| Mar 2017 | $173.8M | $173.8M | $0 | 4 | 600 |
| Mar 2017 | $173.8M | $173.8M | $0 | 4 | 600 |
| Mar 2017 | $171.7M | $171.7M | $0 | 4 | 600 |
| Feb 2017 | $171.7M | $171.7M | $0 | 4 | 600 |
| Feb 2017 | $171.7M | $171.7M | $0 | 4 | 600 |
| Sep 2016 | $171.7M | $171.7M | $0 | 4 | 600 |
| Feb 2016 | $171.7M | $171.7M | $0 | 6 | 600 |
| Apr 2015 | $146.5M | $146.5M | $0 | 6 | 600 |
| Mar 2015 | $146.5M | $146.5M | $0 | 5 | 600 |
| Mar 2014 | $127.6M | $127.6M | $0 | 4 | 600 |
| Oct 2013 | $116.2M | $116.2M | $0 | 4 | 400 |
| Mar 2013 | $116.2M | $116.2M | $0 | 4 | 400 |
| Mar 2013 | $116.2M | $116.2M | $0 | 4 | 400 |
| Mar 2012 | $98.8M | $98.8M | $0 | 1 | 300 |
| Apr 2011 | $98M | $98M | $0 | 5 | -- |
| Mar 2008 | $69.9M | $69.9M | $0 | 5 | -- |
| Feb 2005 | $152M | $152M | $0 | 10 | -- |
| Jan 2005 | $68.6M | $68.6M | $0 | 10 | -- |
| Dec 2004 | $152M | $152M | $0 | 10 | -- |
| Jul 2004 | $68.6M | $68.6M | $0 | 10 | -- |
DateMar 2025
Total AUM$321.7M
Discretionary$296M
Non-Disc.$25.6M
Employees8
Clients351
DateFeb 2024
Total AUM$310.6M
Discretionary$289M
Non-Disc.$21.6M
Employees11
Clients318
DateMar 2023
Total AUM$258.2M
Discretionary$240.8M
Non-Disc.$17.4M
Employees10
Clients307
DateDec 2022
Total AUM$293.5M
Discretionary$273.7M
Non-Disc.$19.8M
Employees9
Clients272
DateMar 2022
Total AUM$293.5M
Discretionary$273.7M
Non-Disc.$19.8M
Employees9
Clients272
DateMar 2021
Total AUM$252.6M
Discretionary$234.5M
Non-Disc.$18.1M
Employees5
Clients252
DateJun 2020
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees5
Clients254
DateMar 2020
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees5
Clients254
DateNov 2019
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees6
Clients800
DateJul 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients800
DateApr 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients800
DateApr 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients800
DateApr 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients800
DateMar 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients800
DateMar 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients600
DateMar 2017
Total AUM$173.8M
Discretionary$173.8M
Non-Disc.$0
Employees4
Clients600
DateMar 2017
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees4
Clients600
DateFeb 2017
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees4
Clients600
DateFeb 2017
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees4
Clients600
DateSep 2016
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees4
Clients600
DateFeb 2016
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees6
Clients600
DateApr 2015
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees6
Clients600
DateMar 2015
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees5
Clients600
DateMar 2014
Total AUM$127.6M
Discretionary$127.6M
Non-Disc.$0
Employees4
Clients600
DateOct 2013
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients400
DateMar 2013
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients400
DateMar 2013
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees4
Clients400
DateMar 2012
Total AUM$98.8M
Discretionary$98.8M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$98M
Discretionary$98M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees10
Clients--