# S&A FINANCIAL SERVICES, INC.

S&A FINANCIAL SERVICES, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 110471
- Type: SEC-registered investment adviser
- SEC file number: 801-57170
- Location: 8655 COLLEGE BLVD., SUITE 100, OVERLAND PARK, KS, 66210-1835
- Phone: 913-362-2712
- Latest filing: 2026-03-23
- Regulatory AUM: $392.3M
- Discretionary AUM: $361.1M
- Non-discretionary AUM: $31.2M
- Clients: 7
- Accounts: 1,884

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Frank Curtis Shepard | PRESIDENT | — |
| Gregory Curtis Shepard | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| SHEPARD FRANK CURTIS | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CCO (+1 more) | — |
| SHEPARD DEBBIE JEAN | VICE PRESIDENT | — |
| REID JENNIFER JO | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110471/similar
- Related entities: https://search.stillhousedata.com/firm/110471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110471

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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.