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Mcelwain Robert John (Shawnee Mission)


Mcelwain Robert John is a large advisory firm based in Shawnee Mission. It manages $28.6 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kansas and Missouri.




Mcelwain Robert John provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcelwain Robert John: assets under management

The assets under management (AUM) of Mcelwain Robert John is $28.6 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28 million in discretionary accounts and $600 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $538.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcelwain Robert John 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.

Based in Shawnee Mission

The principal office where Mcelwain Robert John performs its advisory services is located at 8820 Delmar Lane, Shawnee Mission, KS 66207 The mailing address of the firm is P O Box 6728, Leawood, KS 66206. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-381-8401 or by fax 913-381-8402. The normal business hours are 8:30 am-4:30 pm on Monday - Friday.


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