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Brad Holdhusen

Prime Capital Financial
24 Years of Experience
Overland Park, KS
1 DisclosureSells Insurance
View SEC Summary
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Brad Holdhusen is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 24 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.

Prime Capital Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
264 advisors
Number of Clients
23,965 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brad is involved in several outside business activities, including performing as a singer/guitarist, working as an insurance agent selling fixed insurance products through PCRM, LLC, and serving as CEO/Co-Director for The Father's Club, Inc. He also owns CHHSZ Holdings, LLC, Red Dirt Holdings, LLC, Dirt Road Consulting, and is a licensed real estate agent, though not currently making sales.

Employment History
Current Registrations
Prime Capital Financial
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Private Client Services, LLCBroker
April 2018 - December 2022 · 4 yrs 8 mos
Cambridge Investment Research, INC.Broker
July 2010 - April 2018 · 7 yrs 9 mos
Lawing Financial INC
July 2009 - October 2017 · 8 yrs 3 mos
The O.N. Equity Sales CompanyBroker
July 2009 - July 2010 · 1 yr
Edward Jones
April 2008 - July 2009 · 1 yr 3 mos
Edward JonesBroker
September 2002 - July 2009 · 6 yrs 10 mos
State Registrations2 states
KSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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