Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 03/27/2019 |
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| ADV Location | LINCOLN, NE, United States |
| Contact Info | 531 xxxxxxx |
| Websites |
| AUM* | 116,334,723 -70% |
| of that, discretionary | 107,484,723 -70% |
| Number of Employees | 8 |
| of those in investment advisory functions | 2 -60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 331,438 -39% |
| % High Net Worth | 7.69% -31% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
358M
306M
255M
204M
153M
102M
51M
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds