RIA Intel›Advisers›Nebraska›OLDFATHER FINANCIAL SERVICES LLC

OLDFATHER FINANCIAL SERVICES LLC

Advisory

N·KEARNEY, NE

Data as of Feb 15, 2024 · Source: SEC Form ADV

Total AUM

$459M

1-Year AUM Growth

+13.3%

3-Year CAGR

+10.4%

Employees

4

Assets Under Management

Total AUM$459M

Discretionary AUM$445M

Non-Discretionary AUM$13M

Discretionary %97.1%

Total Clients396

Team

Total Employees4

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingJun 10, 2008

Latest FilingFeb 15, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OLDFATHER FINANCIAL SERVICES LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.