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FIRST NATIONAL ADVISERS, LLC
CRD 277146File 801-103473
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.37B
Top 10% of cohort (national)
Discretionary AUM
$7.37B
Clients
1,145
3,823 accounts
Employees
35
Top 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 7, 2015
- Principal office
- 14010 FNB PARKWAY, SUITE 200, OMAHA, NE, 68154
- Phone
- (800) 538-7298
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.37B
- Discretionary AUM
- $7.37B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,823
- Non-discretionary accounts
- 0
- Total accounts
- 3,823
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $23.6M |
| Investment companies | 1 | $527.1M |
| Charitable organizations | 4 | $3.4M |
| High net worth individuals | 315 | $1.43B |
| Banking or thrift institutions | Fewer than 5 | $5.14B |
| Individuals (other than high net worth individuals) | 797 | $242.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 37 | 35 | decreased by2 |
| Apr 1, 2026 | Clients | 1,220 | 1,145 | decreased by75 |
| Apr 1, 2026 | AUM | $6,571,419,555 | $7,369,671,462 | increased by$798,251,907 |
| Apr 1, 2026 | Accounts | 1,221 | 3,823 | increased by2,602 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 37 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,452 | 1,220 | decreased by232 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,069,846,852 | $6,571,419,555 | increased by$5,501,572,703 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,452 | 1,221 | decreased by231 |
| Oct 1, 2022 | Employees | 15 | 25 | increased by10 |
| Oct 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 1,288 | 1,452 | increased by164 |
| Apr 1, 2022 | AUM | $189,294,719 | $1,069,846,852 | increased by$880,552,133 |
| Apr 1, 2022 | Accounts | 1,287 | 1,452 | increased by165 |
| Jun 1, 2021 | Employees | 5 | 15 | increased by10 |
| Jun 1, 2021 | Clients | 1,287 | 1,288 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIRST NATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST NATIONAL” 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.