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| Oldfather Financial Services LLC
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|---|---|
| CRD # | 112505 |
| SEC # | 801-79439 |
| CIK # | 0001775530 |
| AUM | 459.0 M (2025-10-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 308-237-4571 |
| Address | 2033 Central Avenue Kearney, NE 68847 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wells Fargo & Co/MN | 5.8 | ||
| Apple Inc | 3.7 | ||
| American Express Co | 2.8 | ||
| Buckle Inc | 2.3 | ||
| Microsoft Corp | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Johnson & Johnson | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 264.4 |
| (b) Individuals (high net worth individuals) | 28 | 139.2 |
| (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 | 1 | 0.2 |
| (h) Charitable organizations | 7 | 54.2 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,125 | 459.0 |
| By Discretionary | ||
| Discretionary | 1,070 | 445.5 |
| Non-Discretionary | 55 | 13.5 |
| Total | 1,125 | 459.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.0 | |
| Total | 1,125 | 459.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001775530] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vermillion Wealth Management Inc
✚
|
MN | 459.9 M |
|
Alpha Financial Partners LLC
✚
|
KY | 459.9 M |
|
Beacon Advisors Holdings LLC
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TX | 459.6 M |
|
Blake Schutter Theil Wealth Advisors LLC
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OH | 459.5 M |
|
Saiph Capital LLC
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|
NJ | 459.4 M |
|
Seaside Wealth Management Inc
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|
CA | 459.3 M |
|
Owen Larue LLC
✚
|
KY | 458.9 M |
|
Strategas Asset Management LLC
✚
|
NY | 458.4 M |
|
Trinity Capital Investors
✚
|
MS | 458.3 M |
|
First Nebraska Advisory LLC
✚
|
NE | 458.0 M |