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AMERITAS INVESTMENT PARTNERS, INC.
CRD 109381File 801-55150
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$29.01B
Top 10% of cohort (national)
Discretionary AUM
$24.76B
Non-discretionary $4.24B
Clients
2,513
2,515 accounts
Employees
51
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 13, 1998
- Principal office
- 5945 R STREET, LINCOLN, NE, 68505-3402
- Phone
- 402-467-6980
- Website
- http://www.ameritas.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.01B
- Discretionary AUM
- $24.76B
- Non-discretionary AUM
- $4.24B
- Discretionary accounts
- 2,513
- Non-discretionary accounts
- 2
- Total accounts
- 2,515
- AUM per client
- $11.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $435.2M |
| Insurance companies | Fewer than 5 | $25.01B |
| Investment companies | 8 | $2.39B |
| Charitable organizations | 13 | $49.3M |
| High net worth individuals | 493 | $501.4M |
| Pension and profit sharing plans | 10 | $297.9M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,979 | $328.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,236 | 2,513 | increased by277 |
| Apr 1, 2026 | AUM | $27,238,942,485 | $29,007,591,987 | increased by$1,768,649,502 |
| Apr 1, 2026 | Accounts | 2,239 | 2,515 | increased by276 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,637 | 2,236 | increased by599 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $23,088,801,137 | $27,238,942,485 | increased by$4,150,141,348 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,640 | 2,239 | increased by599 |
| Apr 1, 2022 | Clients | 1,427 | 1,637 | increased by210 |
| Apr 1, 2022 | AUM | $21,367,319,738 | $23,088,801,137 | increased by$1,721,481,399 |
| Apr 1, 2022 | Accounts | 1,430 | 1,640 | increased by210 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERITAS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERITAS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.