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AMERITAS INVESTMENT PARTNERS, INC.
CRD 109381File 801-55150
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.