| Total AUM | $2.07B |
| Discretionary | $480.4M23% of AUM |
| Non-Discretionary | $1.59B |
| Client Accounts | 529 |
| Avg Account Size | $3.9M |
| Employees | 9 |
| Peak AUM | $2.07BMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +37.2% | +16.0% | +17.0% | |
| Discretionary AUM | |||||
| Total AUM | $2.07B |
| Discretionary | $480.4M |
| Employees | 9 |
| Client Accounts | 529 |
| Client Range | 51-100 |
Address
11516 MIRACLE HILLS DR.
OMAHA NE 68154
Phone
402-964-5400
Filing History
50 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$480M
23.2% of AUM
Non-Discretionary
$1.6B
76.8% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago
Total AUM
$2.1B
| $480M |
| +65.6% |
| +15.2% |
| +25.2% |
| Non-Disc. AUM | $1.6B | +30.5% | +16.2% | +15.1% |
| Total Accounts | 529 | +7.3% | +5.0% | +8.3% |
| Avg Account Size | $4M | +27.9% | +10.5% | +8.0% |
| Employees | 9 | +12.5% | +8.5% | +2.4% |
| AUM / Employee | $230M | +22.0% | +6.9% | +14.2% |
Client AUM Segments | |||||
| Wealth AUM | $322M | +12.3% | +1.1% | +14.3% | |
| Institutional AUM | $1.8B | +43.1% | +19.9% | +17.5% | |
Client Count Segments | |||||
| HNW Clients | 74 | +21.3% | +7.0% | +11.1% | |
| Institutional | 84 | +5.0% | +2.4% | +4.4% | |
| Individuals | 74 | 2.6% | 0.0% | +2.7% | |