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| First Nebraska Advisory LLC
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|---|---|
| CRD # | 298667 |
| SEC # | 801-114691 |
| CIK # | |
| AUM | $413.0 M (2025-07-22) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 308-534-1322 |
| Address | 202 W 2nd St North Platte, NE 69101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 142.6 |
| (b) Individuals (high net worth individuals) | 77 | 248.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 17.9 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 943 | 413.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 943 | 413.0 |
| Total | 943 | 413.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.0 | |
| Total | 943 | 413.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.4 |
|
KG&L Capital Management LLC
✚
|
LA | 0.4 |
|
Cypress Asset Management Inc
✚
|
0.4 | |
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
|
Capital A Wealth Management LLC
✚
|
PA | 0.4 |
|
Equita Financial Network Inc
✚
|
PA | 0.4 |
|
Macdougall Financial Counseling
✚
|
PA | 0.4 |
|
Castle Coast Wealth LLC
✚
|
CA | 0.4 |
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
Adirondack Financial Services Corp
✚
|
NY | 0.4 |