Financial Advisors Network, Inc.
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 823
- Avg AUM / client
- $1.3M
- Accounts
- 3,992
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 488 | $175M | 15.8% |
| High net worth individuals | 328 | $926M | 83.7% |
| Pension and profit sharing plans | 7 | $5.4M | 0.49% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rod Hundley Kamps | Trustee & Beneficiary To The Trust | CFP | Jun 2002 (24y) | ≈ 42.19% – 100% via Kamps 2002 Family Trust |
| Brian Leaman Douglass | Chief Compliance Officer | CFP | Sep 2015 (11y) | Less than 5% |
| Spenser Virgil Messmore | Registered representative | May 2016 (10y) | ||
| Rohan Nakrani | Registered representative | Sep 2016 (10y) | ||
| Gabriella Elisa Keefer | Registered representative | Oct 2018 (8y) | ||
| Nathan Huff Taccini | Registered representative | Jan 2019 (8y) | ||
| Joseph Abraham Pence | Registered representative | Chartered Financial Consultant | Mar 2020 (6y) | |
| Tyler Allen Thompkins | Registered representative | Nov 2022 (4y) | ||
| Nicole T Oswalt | Registered representative | Oct 2024 (2y) | ||
| David C Reiter | Registered representative | Jan 2025 (2y) | ||
| John William Harney | Registered representative | Jul 2025 (1y) | ||
| Maxwell Martin Gray | Registered representative | Jul 2025 (1y) | ||
| Zachary Cliff Mc Alister | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kamps Asset Management Planning Services, Inc. D.B.A. Kamps, Inc. | Owner | Sep 2011 | A | 75% or more |
| Kamps 2002 Family Trust | Owner | Sep 2011 | B | ≈ 56.25% – 100% via Kamps Asset Management Planning Services, Inc. D.B.A. Kamps, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rod Hundley Kamps: 75% – 100% of Kamps 2002 Family Trust × 75% – 100% of Kamps Asset Management Planning Services, Inc. D.B.A. Kamps, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kamps 2002 Family Trust: 75% – 100% of Kamps Asset Management Planning Services, Inc. D.B.A. Kamps, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (93% of AUM) Mar 2026
- Millennium Trust Company, Llc $65.2M (11% of AUM) Mar 2023
- LPL Financial $47.5M (12% of AUM) Aug 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗