| Total AUM | $173.1M |
| Discretionary | $140.4M81% of AUM |
| Non-Discretionary | $32.8M |
| Client Accounts | 573 |
| Avg Account Size | $302K |
| Employees | 4 |
| Peak AUM | $173.1MJan 2026 |
Total AUM
$173M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $173M | +10.6% | +15.5% | — | |
| Discretionary AUM | $140M | ||||
| Total AUM | $173.1M |
| Discretionary | $140.4M |
| Employees | 4 |
| Client Accounts | 573 |
| Client Range | 251-500 |
Address
228 MAIN STREET
LOUISVILLE NE 68037
Phone
(402) 234-2337
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$140M
81.1% of AUM
Non-Discretionary
$33M
18.9% of AUM
Disc. mix ▼ 16.0pp vs 1 year ago
No related registrations reported
| 7.6% |
| +7.5% |
| — |
| Non-Disc. AUM | $33M | +607.4% | — | — |
| Total Accounts | 573 | +13.7% | +17.8% | — |
| Avg Account Size | $302,151.131 | 2.7% | 1.9% | — |
| Employees | 4 | 0.0% | 0.0% | — |
| AUM / Employee | $43M | +10.6% | +15.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $173M | +10.3% | +15.4% | — | |
| Institutional AUM | $580,081 | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 203 | +9.1% | +7.8% | — | |
| Individuals | 67 | +3.1% | +18.3% | — | |