| Total AUM | $589.5M |
| Discretionary | $528.4M90% of AUM |
| Non-Discretionary | $61.0M |
| Client Accounts | 6,015 |
| Avg Account Size | $98K |
| Employees | 102 |
| Peak AUM | $589.5MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $589M | +49.4% | +31.4% | +20.3% | |
| Discretionary AUM | |||||
| Total AUM | $589.5M |
| Discretionary | $528.4M |
| Employees | 102 |
| Client Accounts | 6015 |
| Client Range | 11-25 |
Address
8420 WEST DODGE ROAD
OMAHA NE 68114
Phone
402-953-3544
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$528M
89.6% of AUM
Non-Discretionary
$61M
10.4% of AUM
Disc. mix ▼ 10.4pp vs 1 year ago
| +25.4% /yrover 8 yrs · 30 filings |
Total AUM
$589M
| $528M |
| +33.9% |
| +26.9% |
| +17.8% |
| Non-Disc. AUM | $61M | — | — | — |
| Total Accounts | 6k | +17.9% | +23.1% | +20.7% |
| Avg Account Size | $98,000.499 | +26.7% | +6.8% | 0.3% |
| Employees | 102 | +12.1% | +5.5% | +14.6% |
| AUM / Employee | $6M | +33.3% | +24.5% | +5.0% |
Client AUM Segments | |||||
| Wealth AUM | $589M | +49.4% | +31.5% | +20.5% | |
Client Count Segments | |||||
| HNW Clients | 6k | +17.6% | +23.0% | +19.1% | |
| Individuals | 45 | +66.7% | +36.0% | +13.2% | |