# DISCRETIONARY MANAGEMENT SERVICES, LLC

DISCRETIONARY MANAGEMENT SERVICES, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 145851
- Type: SEC-registered investment adviser
- SEC file number: 801-68693
- Location: 10975 GRANDVIEW DRIVE, SUITE 500, OVERLAND PARK, KS, 66210-1564
- Phone: 913-981-1345
- Latest filing: 2026-03-02
- Regulatory AUM: $228.4M
- Discretionary AUM: $228.4M
- Clients: 22
- Accounts: 16

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Timothy John Marchesi | PRESIDENT, PORTFOLIO MANAGER & CIO; TRUSTEE | — |
| Adam J Strumpf | CHIEF COMPLIANCE OFFICER | — |
| Christine Marchesi Rudicile | TRUSTEE | — |
| Julie Anne Marchesi | TRUSTEE | — |
| Fred V Cornwell | CHIEF ADMINISTRATIVE OFFICER | — |
| JOHNSON GREGORY CHARLES | CHIEF COMPLIANCE OFFICER | — |
| MARCHESI ROBERT FRANK | CHIEF INVESTMENT OFFICER; MANAGING MEMBER AND CIO; MEMBER AND CIO | — |
| MISKELL WILLIAM | MEMBER AND SECRETARY-TREASURER; SECRETARY AND TREASURER | — |
| WOOLWINE THOMAS CONRAD | MEMBER; MEMBER AND PRESIDENT; MEMBER/OWNER AND PRESIDENT (+1 more) | — |
| DUWA ROBERT JOSEPH | MEMBER AND PRESIDENT; PRESIDENT | — |
| FARRELL STEPHEN D | CHIEF COMPLIANCE OFFICER | — |
| MARCHESI TIMOTHY JOHN | PORTFOLIO MANAGER; PORTFOLIO MANAGER & CIO; PRESIDENT, PORTFOLIO MANAGER & CIO (+1 more) | — |
| MARCHESI JULIE ANNE | TRUSTEE | — |
| STRUMPF ADAM J | CHIEF COMPLIANCE OFFICER | — |
| DANNER CHRISTINA RENE | PORTFOLIO MANAGER | — |
| DYKSTAL JAMES FREDERICK | PORTFOLIO MANAGER | — |
| TRUST MARCHESI ROBERT FRANK | MEMBER | — |
| RUDICILE CHRISTINE MARCHESI | TRUSTEE | — |
| Cornwell Fred V | CHIEF ADMINISTRATIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145851/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145851/similar
- Related entities: https://search.stillhousedata.com/firm/145851/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145851

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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.