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FIRST NATIONAL ADVISERS, LLC
CRD 277146 · SEC 801-103473
14010 FNB PARKWAY, SUITE 200, OMAHA, NE, 68154, United States
Phone
(800) 538-7298
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.37B
Discretionary AUM
$7.37B
Team
35 total employees; 20 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 797 | $242.5M |
| High net worth individuals | 315 | $1.43B |
| Investment companies | 1 | $527.1M |
| Charitable organizations | 4 | $3.4M |
| Corporations/business entities | 28 | $23.6M |
States served
VT, AZ, AR, CA, CO, GA, IL, IA, KS, LA, MD, MI, MN, MT, NE, NJ, NM, OH, OR, PR, WY, MO, WA, TX, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD