{{ Info.Overview }}
Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/16/2025 |
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| Former registrations | |
| ADV Location | OMAHA, NE, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 117,360,392 5% |
| of that, discretionary | 111,225,642 4% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,413,981 4% |
| % High Net Worth | 13.25% 21% |
| SMA’s | No |
| 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
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
111M
95M
79M
64M
48M
32M
16M
2025
2026
Private Funds
No private funds