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MUTUAL ADVISORS, LLC
CRD 167658File 801-78089
APPROVED
Retail clients
Custody
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.55B
Top 10% of cohort (national)
Discretionary AUM
$8.38B
Non-discretionary $161.7M
Clients
9,473
26,800 accounts
Employees
208
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 26, 2013
- Principal office
- 9140 W DODGE ROAD, SUITE 230, OMAHA, NE, 68114
- Phone
- 307-439-6357
- Website
- https://www.sullivanwmg.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.55B
- Discretionary AUM
- $8.38B
- Non-discretionary AUM
- $161.7M
- Discretionary accounts
- 25,141
- Non-discretionary accounts
- 1,659
- Total accounts
- 26,800
- AUM per client
- $902K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 78 | $207.3M |
| Non-U.S. persons | Fewer than 5 | $44.9M |
| High net worth individuals | 2,189 | $6.04B |
| Pension and profit sharing plans | 105 | $225.6M |
| Individuals (other than high net worth individuals) | 7,101 | $2.03B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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.