THE PERSPECTIVE GROUP, LLC
Legal name: THE PERSPECTIVE GROUP
CRD #175294 SEC #801-119555 LAWRENCE, KS (785) 749-1881
SEC Registered
Total AUM
$174M
Discretionary
$154.9M
Employees
5
Clients
1
Accounts
552
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 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 |
|---|---|---|---|---|
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| LANE, STEPHEN, CHRISTOPHER | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | E | Control |
| HALTON, GARRETT, L | I | MEMBER | A | |
| HALTON, GARRETT, L | I | MEMBER | A | |
| HALTON, GARRETT, L | I | MEMBER | A | |
| HALTON, GARRETT, L | I | MEMBER | A |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (7)
CA CO FL KS MO NE TX
Address
900 MASSACHUSETTS STREETSUITE 602
LAWRENCE, KS 66044
United States
Phone: (785) 749-1881