| Total AUM | $2.44B |
| Discretionary | $2.44B100% of AUM |
| Client Accounts | 282 |
| Avg Account Size | $8.6M |
| Employees | 9 |
| Peak AUM | $3.65BMar 2022 |
| AUM CAGR | +15.4% /yrover 25 yrs · 48 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.4B | +14.4% | 10.7% | +3.5% | |
| Discretionary AUM | $2.4B | ||||
| Total AUM | $2.44B |
| Discretionary | $2.44B |
| Employees | 9 |
| Client Accounts | 282 |
Address
13710 FNB PARKWAY, SUITE 205
OMAHA NE 68154
Phone
402-493-9875
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$2.4B
| +14.4% |
| 10.7% |
| +3.5% |
| Total Accounts | 282 | +11.5% | +2.3% | +2.2% |
| Avg Account Size | $9M | +2.6% | 12.7% | +1.3% |
| Employees | 9 | 0.0% | 0.0% | +2.4% |
| AUM / Employee | $271M | +14.4% | 10.7% | +1.1% |
Client AUM Segments | |||||
| Wealth AUM | $395M | +17.2% | 2.9% | 6.8% | |
| Institutional AUM | $2.0B | +14.7% | 12.0% | +8.0% | |
| Fund / Pooled AUM | $75M | 4.2% | 12.2% | 12.8% | |
Client Count Segments | |||||
| HNW Clients | 18 | 30.8% | 17.0% | 3.1% | |
| Institutional | 22 | +15.8% | +1.6% | +2.0% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 52 | +33.3% | +1.4% | +1.2% | |