ITI Financial Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$94,000,000
Clients
106
Advisors
1
of 2 employees
About
ITI Financial Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients) and to select corporations or business entities. The firm delivers ongoing portfolio management and prepares an individualized investment policy statement for each client, alongside one‑off and hourly financial planning engagements.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with a bias toward passive mutual funds and index ETFs supplemented by equities, fixed income, REITs and select commodities. ITI typically manages client assets on a discretionary basis in‑house (it does not engage third‑party sub‑advisers) and asks clients to use a specified custodian for execution and reporting.
What distinguishes ITI from many peers is that it operates as the sponsor and manager of a wrap fee program, placing all portfolio clients into that platform rather than managing accounts outside a wrap arrangement. The firm also has a disclosure event on file: its principal is a defendant in a civil matter that is currently on appeal; there are no criminal, administrative, or self‑regulatory proceedings disclosed.
Client services
Expertise
Fee options
$5,000 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: Negotiable
$100 per hour (negotiable)
Account minimum: $150,000 (may be waived)
Main office
4650 S. National Ave, Suite A 1
Springfield MO 65810
Advisors at this office
1
Most active in
Missouri · Texas
Also doing business as
Iti Financial Management · Iti Financial Management, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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