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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 Aug 17, 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 |
|---|---|---|---|
| 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.