NUANCE INVESTMENTS, LLC
CRD #148534 SEC #801-69682 KANSAS CITY, MO 816-743-7080
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
17
Clients
--
Accounts
419
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BECKER, BENJAMIN, CLARK | I | VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH | NA | |
| BECKER, BENJAMIN, CLARK | I | VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH | NA | |
| BECKER, BENJAMIN, CLARK | I | VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH | NA | |
| BECKER, BENJAMIN, CLARK | I | VICE PRESIDENT, DIRECTOR OF DATA AND QUANTITATIVE RESEARCH | NA | |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | CEO | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | CHIEF OPERATING OFFICER | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| CARVER, KATHRYN, SUZANNE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| ESENBERG, ROSITSA, ANGELOVA | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | NA | Control |
| GREENE, GEOFFRIE, CLAYTON | I | VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS | NA | |
| GREENE, GEOFFRIE, CLAYTON | I | VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS | NA | |
| GREENE, GEOFFRIE, CLAYTON | I | VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS | NA | |
| Greene, Geoffrie | I | DIRECTOR OF TRADING & ANALYTICS | NA | Control |
| Greene, Geoffrie | I | DIRECTOR OF TRADING & ANALYTICS | NA | Control |
| Greene, Geoffrie | I | DIRECTOR OF TRADING & ANALYTICS | NA | Control |
| Greene, Geoffrie | I | VICE PRESIDENT, DIRECTOR OF TRADING AND PORTFOLIO OPERATIONS | NA | |
| LEWIS, ANDREA | I | VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION | NA | |
| LEWIS, ANDREA, LOUISE | I | VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION | NA | |
| LEWIS, ANDREA, LOUISE | I | VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION | NA | |
| LEWIS, ANDREA, LOUISE | I | VICE PRESIDENT, DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION | NA | |
| MANNING, STEPHANIE, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANNING, STEPHANIE, LEANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCBEE, JENNIFER, LYNN | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | NA | |
| MCBEE, JENNIFER, LYNN | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | NA | |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCENANEY, KIMBERLY, IRENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CO-CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CHIEF INVESTMENT OFFICER | NA | Control |
| Meurer, Jack, Anthony | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| Meurer, Jack, Anthony | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| Meurer, Jack, Anthony | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| Meurer, Jack, Anthony | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRY, BRADEN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHRYER, DARREN, ROBERT | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| SCHRYER, DARREN, ROBERT | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| SCHRYER, DARREN, ROBERT | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | Control |
| SCHWARTZ, LAURIE, KAY | I | SECRETARY TO THE BOARD | NA | Control |
| SCHWARTZ, LAURIE, KAY | I | SECRETARY TO THE BOARD | NA | Control |
| SCHWARTZ, LAURIE, KAY | I | OWNER | NA | |
| SCHWARTZ, LAURIE, KAY | I | OWNER | NA | |
| VOHLAND, CHERYL, RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| West, David, Adam | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| West, David, Adam | I | VICE PRESIDENT, PORTFOLIO MANAGER | NA | |
| MARINER ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| MARINER WEALTH ADVISORS, LLC | DE | MEMBER | E | Control |
| MONTAGE ASSET MANAGEMENT, LLC | DE | MANAGING MEMBER | E | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| MOORE FAMILY C CORP | DE | MEMBER | E | Control |
| MOORE FAMILY C CORP | DE | MEMBER | E | Control |
| MOORE FAMILY C CORP | DE | MEMBER | E | Control |
| MOORE, SCOTT, ANTHONY | I | PRESIDENT, CHIEF INVESTMENT OFFICER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| S. A. MOORE FAMILY CORPORATION | DE | MEMBER | E | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MONTAGE INVESTMENTS, LLC | DE | MANAGING MEMBER | D | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | C | Control |
| BAUMLER FAMILY C CORP | DE | MEMBER | B | |
| BAUMLER FAMILY C CORP | DE | MEMBER | B | |
| BAUMLER FAMILY C CORP | DE | MEMBER | B | |
| BAUMLER FAMILY CORPORATION | DE | MEMBER | B | |
| BAUMLER FAMILY CORPORATION | DE | MEMBER | B | |
| BAUMLER FAMILY CORPORATION | DE | MEMBER | B | |
| BAUMLER FAMILY CORPORATION | DE | MEMBER | B | |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | B | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | B | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | B | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | B | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | B | Control |
| MOORE, SCOTT, ANTHONY | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAUMLER, CHAD, MICHAEL | I | VICE PRESIDENT | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
| GILLESPIE, PAUL, TROWBRIDGE | I | SENIOR VICE PRESIDENT, SENIOR CLIENT PORTFOLIO MANAGER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING COMPANY, LLC | F | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | BICKNELL FAMILY HOLDING CO., LLC | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| FREEMAN, WILLIAM, ALLEN | I | BICKNELL FAMILY MANAGEMENT COMPANY TRUST | F | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| BICKNELL, MARTIN, CHRISTOPHER | I | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MARINER WEALTH ADVISORS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MARINER HOLDINGS, LLC | DE | MONTAGE INVESTMENTS, LLC | E | Control |
| MOORE, SCOTT, ANTHONY | I | MOORE FAMILY C CORP | E | Control |
| MOORE, SCOTT, ANTHONY | I | MOORE FAMILY C CORP | E | Control |
| MOORE, SCOTT, ANTHONY | I | MOORE FAMILY C CORP | E | Control |
| MOORE, SCOTT, ANTHONY | I | SCOTT A. MOORE REVOCABLE TRUST | E | Control |
| MOORE, SCOTT, ANTHONY | I | SCOTT A. MOORE REVOCABLE TRUST | E | Control |
| MOORE, SCOTT, ANTHONY | I | SCOTT A. MOORE REVOCABLE TRUST | E | Control |
| MOORE, SCOTT, ANTHONY | I | SCOTT A. MOORE REVOCABLE TRUST | E | Control |
| MOORE, SCOTT, ANTHONY | I | SCOTT A. MOORE REVOCABLE TRUST | E | Control |
| MOORE, SCOTT, ANTHONY | I | SCOTT A. MOORE REVOCABLE TRUST | E | Control |
| SCOTT A. MOORE REVOCABLE TRUST | DE | S. A. MOORE FAMILY CORPORATION | E | Control |
| SCOTT A. MOORE REVOCABLE TRUST | DE | S. A. MOORE FAMILY CORPORATION | E | Control |
| SCOTT A. MOORE REVOCABLE TRUST | DE | S. A. MOORE FAMILY CORPORATION | E | Control |
| SCOTT A. MOORE REVOCABLE TRUST | DE | S. A. MOORE FAMILY CORPORATION | E | Control |
| SCOTT A. MOORE REVOCABLE TRUST | DE | S. A. MOORE FAMILY CORPORATION | E | Control |
| SCOTT A. MOORE REVOCABLE TRUST | DE | S. A. MOORE FAMILY CORPORATION | E | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY HOLDING CO., LLC | DE | MARINER HOLDINGS, LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
| BICKNELL FAMILY MANAGEMENT COMPANY TRUST | DE | BICKNELL FAMILY HOLDING CO., LLC | D | Control |
Registrations
Federal
IA
Jul 23, 2025 REGISTERED
Notice Filings (52)
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Address
4900 MAIN STREETSUITE 220
KANSAS CITY, MO 64112
United States
Phone: 816-743-7080