# Mader & Shannon Wealth Management

Mader & Shannon Wealth Management is a Bank / Wealth / Trust based in Kansas City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kansas City, United States
- **Region:** North America
- **Address:** Kansas City, MO, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** madershannon.com
- **LinkedIn:** https://www.linkedin.com/company/mader-&-shannon-wealth-management

## Regulatory record

- **CRD number:** 123741
- **SEC file number:** 801-67482
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-23T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123741

## About

Mader & Shannon Wealth Management opened in Kansas City, Missouri, in 1995, founded by Bill Mader and Jack Shannon. The principals brought experience from regional banking institutions—Commerce Bank and UMB—to create an advisory shop focused on financial planning for a Midwestern client base that includes individual investors, high-net-worth families, corporate executives, and the sponsors of pension and profit-sharing plans. The firm operates from a single headquarters and has remained deliberately local in scope. The firm structures its investment advisory around retirement income planning, estate strategy, and portfolio construction across publicly traded asset classes. Mader & Shannon serves as a fiduciary and constructs portfolios using individual securities, mutual funds, and exchange-traded funds, with no indication of direct private-market or alternative-asset origination. Client mandates commonly involve cash-flow modeling through retirement, tax-aware asset location, and legacy transfer via trust coordination. The practice serves as a financial quarterback for families rather than a direct investor in operating companies or real assets. Mader & Shannon does not publicly disclose assets under management, team size, or specific institutional mandates. Missouri-based public records confirm the firm's registration as an investment adviser with a notice filing in Kansas. No adjacent private vehicles, philanthropic foundations, or real-asset arms are publicly associated with the principals. The firm has not been cited in industry publications for fundraising, deal activity, or personnel moves in the last 24 months. Structurally, Mader & Shannon represents a classic Midwestern registered investment adviser: a two-founder partnership that never converted to an aggregator platform or multi-family office brand. The absence of private-fund vehicles, institutional separate-account teams, or co-investor clubs distinguishes it from family offices that pursue direct deal exposure. Succession planning has not been addressed in any public filing or industry announcement.

## Questions

### What types of clients does the firm primarily advise?

Mader & Shannon advises a diversified mix of clients including individual investors, high-net-worth families, corporate entities, and pension and profit-sharing plans. This blend of private wealth and small-institutional mandates is typical of well-established regional RIAs.

### What is the firm's investment philosophy and service model?

The firm operates on a financial-planning-led model. Its advisory services integrate retirement cash flow planning, estate planning, portfolio management, and asset allocation. Mader & Shannon positions itself as a fiduciary advisor, meaning it is legally obligated to act in its clients' best interests.

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Last updated: 2026-07-06T00:35:57.985Z

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