The Perspective Group

CRD# 175294SEC# 801-119555Lawrence, KSSEC-registered since 2020

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Disciplinary & conflicts check complete

See whether The Perspective Group reports any disciplinary history, how it's paid beyond your fee, and who owns it.

Form ADV reviewedBrochure and Form CRS on fileDisciplinary history: in the report

Money managed

$225.1M

100% with full discretion

Clients

297

554 accounts

Fee

% of assets

How it charges

Disciplinary history

Checked

Results in the full report

Compiled from Form ADV Parts 1 & 2, Schedules A & B and Form CRS · SEC data as of Oct 2, 2026

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What the brochure says

Strategy, fees, ownership and conflicts from the firm's own filings, in plain English.

AI summary

Read the firm's fine print

Strategy, fees, ownership and conflicts, explained.

Who owns the company

Everyone who owns 5% or more, the companies behind them, and who controls day-to-day decisions.

See who owns the company

Every owner of 5% or more, the companies behind them, and who controls decisions.

Form ADV Schedule A (direct owners) and Schedule B (indirect owners) · filed Jul 20, 2026The SEC reports ownership in ranges, not exact percentages.

Fees & what they'd cost you

How it charges: A percentage of assets under management; Hourly charges; Fixed fees.

See what this firm would cost you

Its fee schedule from the brochure, run on your own numbers.

Form ADV Part 2A, Item 5 · filed Jul 20, 2026Form ADV Item 5.E · as of Oct 2, 2026

Clients & investments

Who the firm works with, what it invests in, and the services it offers.

See who they serve and what they invest in

Client types, asset mix and services from the firm's Form ADV.

Conflicts of interest

Ways the firm can earn money beyond your fee, from its Form ADV answers.

1 flagged

See the 1 conflict flagged

How the firm can earn money beyond your fee, and what to ask about each.

SEC Form ADV data file · data as of Oct 2, 2026

Official documents

Read the originals on the SEC's website.

Full Form ADVParts 1 and 2, including the ownership schedulesOpen PDF ↗
Form CRSThe firm's two-page client relationship summaryOpen PDF ↗
The Perspective Group - Adv 2aForm ADV Part 2A brochure · filed Jul 20, 2026Open PDF ↗
SEC IAPD firm pageRegistrations, notice filings and historyOpen ↗

Firm record pulled Oct 25, 2026, 3:26 PM EDT · IAPD data compiled Jul 21, 2026

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Summaries are written by AI from the firm's official filings and may contain errors; each section links to its source. This page is for information only and is not investment advice or an endorsement or rating of the firm.