| As of Date | 02/26/2026 |
| Registration status | Terminated |
| ADV Location | KEARNEY, NE, United States |
| Contact Info | 308 xxxxxxx |
| Websites |
| AUM* | 458,961,667 17% |
| of that, discretionary | 445,494,406 20% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 407,966 16% |
| % High Net Worth | 7.07% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser ADVICE & PLANNING SERVICES LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM187.1m | #Funds- | |
| Adviser RVW WEALTH LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.9b | #Funds- | |
| Adviser ADVISOR FINANCIAL SERVICES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM62.6m | #Funds- | |
| Adviser HUNTLEIGH ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM781.8m | #Funds- | |
| Adviser DALE BUCKNER, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM167.5m | #Funds- | |
| Adviser FINANCIAL STRATEGIES GROUP, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM677.4m | #Funds- | |
| Adviser RIA ADVISORY GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM568.4m | #Funds- | |
| Adviser SIKICH FINANCIAL | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser MARKLE FINANCIAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund100.0k | Other Fund- | Total Private Fund GAV200.0k | AUM141.2m | #Funds1 | |
| Adviser HARMONY POINT WEALTH ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM263.2m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$73,622,968 | % Position22.00% | $ Change0.00% | # Change-2.00% |
| Stck Ticker78467Y107 | Stock NameSPDR S&P MIDCAP 400 ETF TR | $ Position$33,330,739 | % Position10.00% | $ Change2.00% | # Change1.00% |
| Stck Ticker464287655 | Stock NameISHARES TR | $ Position$28,614,739 | % Position9.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF TR | $ Position$17,576,560 | % Position5.00% | $ Change2.00% | # Change-1.00% |
| Stck Ticker464287465 | Stock NameISHARES TR | $ Position$12,158,193 | % Position4.00% | $ Change6.00% | # Change3.00% |
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$11,695,005 | % Position3.00% | $ Change14.00% | # Change14.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$11,567,960 | % Position3.00% | $ Change-3.00% | # Change-4.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$9,252,313 | % Position3.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker464287648 | Stock NameISHARES TR | $ Position$8,786,416 | % Position3.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker084670108 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$9,057,600 | % Position3.00% | $ Change0.00% | # Change0.00% |