Adviser Profile

As of Date 04/20/2026
Registration SEC, Approved, 08/27/2013
ADV Location OMAHA, NE, United States
Contact Info 402 xxxxxxx
AUM* 172,610,119 19%
of that, discretionary 172,610,119 19%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 86,305,060 19%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services

Compensation Arrangments

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

Reported AUM

193M 166M 138M 111M 83M 55M 28M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary