RIA Intel›Advisers›Nebraska›FYVIE FINANCIAL LLC

FYVIE FINANCIAL LLC

Advisory

NE

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$112K

across 141 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

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FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC.

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ILS FINANCIAL, LLC

$13M

AMERICA FIRST FINANCIAL INSTITUTIONS MANAGEMENT LLC

$12M

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