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| First National Advisers LLC
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|
|---|---|
| CRD # | 277146 |
| SEC # | 801-103473 |
| CIK # | 0001941030 |
| AUM | $7.4 B (2026-06-16) |
| Employees | 35 (57% Investors, 0% Brokers) |
| Phone | 800-538-7298 |
| Address | 14010 Fnb Parkway Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.7 | ||
| Nvidia Corp | 32.4 | ||
| Microsoft Corp | 26.7 | ||
| Alphabet Inc | 21.5 | ||
| Amazon Com Inc | 19.0 | ||
| Broadcom Inc | 14.3 | ||
| J P Morgan Chase & Co | 14.0 | ||
| Facebook Inc | 12.8 | ||
| Lilly Eli & Co | 8.8 | ||
| Alphabet Inc | 8.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 797 | 0.2 |
| (b) Individuals (high net worth individuals) | 315 | 1.4 |
| (c) Banking or thrift institutions | 0 | 5.1 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 28 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,823 | 7.4 |
| By Discretionary | ||
| Discretionary | 3,823 | 7.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,823 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.4 | |
| Total | 3,823 | 7.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001941030] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avantax Planning Partners Inc
✚
|
IA | 7.6 |
|
DSM Capital Partners LLC
✚
|
FL | 7.6 |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 7.5 |
|
JMG Financial Group Ltd
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|
IL | 7.5 |
|
Hays Financial Group LLC
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|
MN | 7.5 |
|
Homestead Advisers Corp
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|
VA | 7.5 |
|
Capital Advisors Inc
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|
OK | 7.4 |
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 7.3 |
|
Turim 21 Investimentos LTDA
✚
|
7.2 | |
|
Cassaday & Co Wealth Management LLC
✚
|
VA | 7.1 |