| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 09/18/2013 |
| ADV Location | LINCOLN, NE, United States |
| Contact Info | 402 xxxxxxx |
| Websites |
| AUM* | 844,751,520 31% |
| of that, discretionary | 721,808,690 30% |
| Number of Employees | 9 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 667,260 17% |
| % High Net Worth | 50.47% 34% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds