| Total AUM | $1.90B |
| Discretionary | $1.90B100% of AUM |
| Client Accounts | 840 |
| Avg Account Size | $2.3M |
| Employees | 19 |
| Peak AUM | $2.45BMar 2021 |
| AUM CAGR | +15.0% /yrover 25 yrs · 46 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | 13.2% | 0.3% | 4.9% | |
| Discretionary AUM | $1.9B | ||||
| Total AUM | $1.90B |
| Discretionary | $1.90B |
| Employees | 19 |
| Client Accounts | 840 |
Address
1601 DODGE STREET
OMAHA NE 68197
Phone
877-458-0021
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$1.9B
| 13.2% |
| 0.3% |
| 4.9% |
| Total Accounts | 840 | 6.4% | +3.8% | +2.7% |
| Avg Account Size | $2M | 7.3% | 4.0% | 7.3% |
| Employees | 19 | +18.8% | +13.1% | +7.8% |
| AUM / Employee | $100M | 26.9% | 11.8% | 11.7% |
Client AUM Segments | |||||
| Wealth AUM | $107M | 9.2% | 39.8% | +10.1% | |
| Institutional AUM | $136M | 9.9% | +5.0% | +13.2% | |
| Fund / Pooled AUM | $1.1B | 15.5% | 0.8% | 7.2% | |
| Other AUM | $146M | 13.6% | +17.1% | +9.9% | |
Client Count Segments | |||||
| HNW Clients | 10 | 23.1% | 0.0% | — | |
| Institutional | 24 | 20.0% | 0.0% | +4.7% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 236 | +6.8% | +11.7% | +16.2% | |