| Total AUM | $459.0M |
| Discretionary | $445.5M97% of AUM |
| Non-Discretionary | $13.5M |
| Client Accounts | 1,125 |
| Avg Account Size | $408K |
| Employees | 5 |
| Peak AUM | $459.0MFeb 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $459M | 0.0% | +11.2% | +10.2% | |
| Discretionary AUM | |||||
| Total AUM | $459.0M |
| Discretionary | $445.5M |
| Employees | 5 |
| Client Accounts | 1125 |
| Client Range | 1-10 |
Address
2033 CENTRAL AVENUE
KEARNEY NE 68847
Phone
308-237-4571
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$445M
97.1% of AUM
Non-Discretionary
$13M
2.9% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +15.9% /yrover 17 yrs · 41 filings |
Total AUM
$459M
| $445M |
| 0.0% |
| +11.8% |
| +11.2% |
| Non-Disc. AUM | $13M | 0.0% | 2.7% | 7.7% |
| Total Accounts | 1k | 0.0% | +1.5% | +4.6% |
| Avg Account Size | $407,965.926 | 0.0% | +9.6% | +5.3% |
| Employees | 5 | 0.0% | +21.1% | +21.3% |
| AUM / Employee | $92M | 0.0% | 8.1% | 9.1% |
Client AUM Segments | |||||
| Wealth AUM | $404M | 0.0% | +11.9% | +11.4% | |
| Institutional AUM | $55M | 0.0% | +6.5% | +3.4% | |
Client Count Segments | |||||
| HNW Clients | 358 | 0.0% | 3.0% | 5.1% | |
| Institutional | 10 | 0.0% | +14.3% | +15.7% | |
| Individuals | 28 | 0.0% | +11.4% | +24.2% | |