| Total AUM | $433.8M |
| Discretionary | $411.5M95% of AUM |
| Non-Discretionary | $22.3M |
| Client Accounts | 2,203 |
| Avg Account Size | $197K |
| Employees | 13 |
| Peak AUM | $433.8MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $434M | +17.1% | +22.2% | +19.7% | |
| Discretionary AUM | |||||
| Total AUM | $433.8M |
| Discretionary | $411.5M |
| Employees | 13 |
| Client Accounts | 2203 |
| Client Range | 1-10 |
Address
7221 PLAZA COURT
LINCOLN NE 68516
Phone
402-975-8008
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$412M
94.9% of AUM
Non-Discretionary
$22M
5.1% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody
Total AUM
$434M
| $412M |
| +17.8% |
| +24.4% |
| +21.3% |
| Non-Disc. AUM | $22M | +5.9% | 2.0% | +2.5% |
| Total Accounts | 2k | +14.1% | +16.0% | +17.4% |
| Avg Account Size | $196,909.021 | +2.6% | +5.3% | +2.0% |
| Employees | 13 | +8.3% | +2.6% | +16.7% |
| AUM / Employee | $33M | +8.1% | +19.1% | +2.5% |
Client AUM Segments | |||||
| Wealth AUM | $411M | +17.8% | +24.9% | +21.0% | |
| Institutional AUM | $21M | +6.5% | 6.7% | +3.3% | |
Client Count Segments | |||||
| HNW Clients | 474 | +12.1% | +24.8% | +20.4% | |
| Institutional | 19 | +111.1% | +19.4% | +18.9% | |
| Individuals | 163 | +10.1% | +8.1% | +12.9% | |