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AMERITAS ADVISORY SERVICES, LLC
CRD 317245File 801-55153
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.75B
Top 10% of cohort (national)
Discretionary AUM
$7.16B
Non-discretionary $6.59B
Clients
29,718
45,299 accounts
Employees
797
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 13, 1998
- Principal office
- 5900 O STREET, LINCOLN, NE, 68510
- Phone
- 800-335-9858
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.75B
- Discretionary AUM
- $7.16B
- Non-discretionary AUM
- $6.59B
- Discretionary accounts
- 22,063
- Non-discretionary accounts
- 23,236
- Total accounts
- 45,299
- AUM per client
- $463K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 202 | $432.0M |
| Insurance companies | 1 | $4.9M |
| Charitable organizations | 65 | $109.9M |
| High net worth individuals | 904 | $4.16B |
| Pension and profit sharing plans | 87 | $41.6M |
| Individuals (other than high net worth individuals) | 28,459 | $9.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- 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
- Yes
- Firm Custody Clients
- Yes
- 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- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- 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.