| As of Date | 01/31/2026 |
| Registration | SEC, Approved, 03/21/2025 |
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| ADV Location | OMAHA, NE, United States |
| Contact Info | (57 xxxxxxx |
| AUM* | 140,197,963 29% |
| of that, discretionary | 140,197,963 29% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 35,049,491 29% |
| % High Net Worth | 50.00% -50% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds