# ATWOOD & PALMER, INC.

ATWOOD & PALMER, INC. of KANSAS CITY, MO is an SEC-registered investment adviser.

## Registration

- CRD: 104995
- Type: SEC-registered investment adviser
- SEC file number: 801-36665
- Location: 4520 MADISON AVENUE, SUITE 200, KANSAS CITY, MO, 64111-3541
- Phone: 816-931-2266
- Latest filing: 2026-02-20
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 9
- Accounts: 1,362

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Steven Nelson Palmer | PARTNER | — |
| Teresa L Burch | CHIEF COMPLIANCE OFFICER | — |
| Spencer Alan Jones | PARTNER | — |
| Peter James Sowden | PARTNER | — |
| Steven Patrick Franke | PARTNER | — |
| PALMER STEVEN NELSON | PARTNER; PRESIDENT | — |
| ATWOOD WILLIAM LEES | VICE PRESIDENT | — |
| BURCH TERESA L | CHIEF COMPLIANCE OFFICER | — |
| JONES DOUGLAS ALAN | PARTNER | — |
| SOWDEN PETER JAMES | PARTNER | — |
| FRANKE STEVEN PATRICK | PARTNER | — |
| Teresa L. Burch | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104995/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104995/similar
- Related entities: https://search.stillhousedata.com/firm/104995/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104995

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.