Adviser Profile

As of Date 07/28/2026
Registration SEC, Approved, 09/21/2012
ADV Location OMAHA, NE, United States
Contact Info 402 xxxxxxx
Websites
AUM* 557,956,158 27%
of that, discretionary 476,377,824 27%
Number of Employees 12 50%
of those in investment advisory functions 10 233%
Private Fund GAV* 50,000,000
Avg Account Size 1,434,335 278%
% High Net Worth 25.71% 48%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

476M 408M 340M 272M 204M 136M 68M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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