Samson Capital Management, LLC is a large advisory firm based in Leawood. It manages $90.83 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Illinois, and 3 other states.
Samson Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model portfolio. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Samson Capital Management, LLC is $90.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Samson Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Theresa Ann Schekirke is corporations or other businesses with 6 clients and $68.99 million of assets under management. Among the 6 most similar advisory firms, Samson Capital Management has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $90.83 million for 48 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Samson Capital Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Theresa Ann Schekirke has been acting as President since 1 Apr 2009. Jason Craig Messerly joined the executive team most recently as the Chief Compliance Officer.
The principal office where Samson Capital Management, LLC performs its advisory services is located at 10601 Mission Road, Leawood, KS 66206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-601-3260 or by fax 913-601-3266. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at samsoncapmgmt.com.