The Masters, Inc. (Overland Park)

Name: The Masters, Inc.
Address: 8620 W. 110 Th Street, Ste 200, Overland Park, KS, 66210
Telephone: 913-498-2900

The Masters, Inc. is a large advisory firm based in Overland Park. It manages $500 million of regulatory assets for 2,250 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 32 other states.

The Masters provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Masters: assets under management

The assets under management (AUM) of The Masters, Inc. is $500 million. The firm's AUM has grown by 239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93 million in discretionary accounts and $407 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $231.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Masters, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Masters, Inc.

Maureen Caresse Regnery has been acting as President since 1 Aug 2000. Stephen Adrian Russell joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Michael Stanfield	Vice president	1 Jun 1993	25% - 50%	433482
Jack Michael Dryton	General counsel	1 Jun 1993	Other	2722655
Donald Joseph Beary	Vice president	1 Jul 1998	25% - 50%	15818
Stephen Adrian Russell	Chief financial officer	1 Jul 1998	Other	1776109
Maureen Caresse Regnery	President	1 Aug 2000	Other	2153470
James Edward Ramel	Chairman of board, secty, treas	1 Aug 2000	25% - 50%	1404671
James Edward Ramel	Shareholder	1 Apr 2001	25% - 50%	1404671
Stephen Adrian Russell	Vice president	1 Aug 2001	Other	1776109
Chatten Walker Scruggs	Vice president	1 Aug 2001	Other	2739132
Eileen Marie Maloney	Chief financial officer	1 Aug 2001	Other	4114144

Based in Overland Park

The principal office where The Masters, Inc. performs its advisory services is located at 8620 W. 110 Th Street, Ste 200, Overland Park, KS 66210 The mailing address of the firm is P.O. Box 26250, Shawnee Mission, KS 66225 6250. An additional office of the firm is in Des Moines, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-498-2900 or by fax 913-498-2901. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at vsrfinancial.com.