The Nations Group Advisors, LLC (Leawood)

Name: The Nations Group Advisors, LLC
Address: 4200 W. 115 Th Street, Leawood, KS, 66211
Telephone: 913-647-9700

The Nations Group Advisors, LLC is a pension cosultant based in Leawood. It manages $3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Kansas.

The Nations Group Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Nations Group Advisors: assets under management

The assets under management (AUM) of The Nations Group Advisors, LLC is $3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Nations Group Advisors, 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.

Careers at The Nations Group Advisors, LLC

Vincent Garfield Logan has been acting as President since 1 Mar 2010. Gary Paul Henson has served as the Chief Investment Officer since 1 Aug 2010. Llc Montage Asset Management joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mariner Wealth Advisors	Member	1 Oct 2009	75% - 100%	140195
Martin Christopher Bicknell	Ceo	1 Oct 2009	Other	2007121
Cheryl R Vohland	Chief compliance officer	1 Oct 2009	Other	4906804
Cheryl Renee Vohland	Chief compliance officer	1 Oct 2009	Other	4906804
Llc The Nations Group	Managing member	1 Mar 2010	Other	80-0366380
Alexander Lambros Xethalis	Vice president	1 Mar 2010	Other	4361167
Vincent Garfield Logan	President	1 Mar 2010	Other	5104840
Jenika Rae Cook	Vice president	1 Mar 2010	Other	5580647
Braden Martin Perry	Chief compliance officer	1 Apr 2010	Other	5782256
Llc Montage Asset Management	Member	1 Aug 2010	75% - 100%	152607
Gary Paul Henson	Chief investment officer	1 Aug 2010	Other	2130871
Llc Montage Investments	Member	1 Aug 2010	75% - 100%	152607

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Mariner Holdings	Member	1 Nov 2008	50% - 75%	26-2766689
Alexander Lambros Xethalis	Co-president	1 Mar 2009	50% - 75%	4361167
Vincent Garfield Logan	Co-president	1 Mar 2009	50% - 75%	5104840
Llc Bicknell Family Holding Company	Owner	1 Jun 2009	50% - 75%	26-0534255
Bicknell Family Management Company Trust	Owner	1 Jun 2009	50% - 75%	20-7480290
Martin Christopher Bicknell	Trustee	1 Jun 2009	Other	2007121
William Allen Freeman	Trustee	1 Jun 2009	Other	5682255

Based in Leawood

The principal office where The Nations Group Advisors, LLC performs its advisory services is located at 4200 W. 115 Th Street, Leawood, KS 66211, 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 913-647-9700 or by fax 913-647-9725. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.tng-advisors.com.