GREATER THAN FINANCIAL

GREATER THAN FINANCIAL is an SEC-registered investment adviser (CRD 281703). Regulatory assets under management: $64.2M.

Registration

• CRD: 281703
• Type: Registered investment adviser
• Phone: 816-663-9015
• Latest filing: 2026-07-22
• Regulatory AUM: $64.2M
• Discretionary AUM: $64.2M
• Clients: 3
• Accounts: 525

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281703 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search