RIA Intel›Advisers›Nebraska›SCHENKELBERG INVESTMENTS, LLC

SCHENKELBERG INVESTMENTS, LLC

Advisory

NE

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in NE

#113

of 134 advisers by AUM

Average account

$196K

across 304 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients96

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, NE, TX

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

96 clients

14 high-net-worth

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

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