FIRST NATIONAL ADVISERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$7.4B
Discretionary
$7.4B
100% of AUM
Avg account
$1.9M
Accounts
3,823
Employees
35
Advisory reps
22

Firm details

Headquarters
OMAHA, Nebraska
CRD number
277146
Registered since
August 7, 2015
Custodians
FIRST NATIONAL BANK, RAYMOND JAMES & ASSOCIATES, INC., FNN TRUST COMPANY, LLC
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions69.72%
  • HNWI19.47%
  • Investment Companies7.15%
  • Individuals3.29%
  • Corporations / Businesses0.32%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

First National Advisers, LLC is an independent registered investment adviser formed in 2015 and organized as an LLC. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. The firm identifies as an active ESG investor and maintains a set of industry affiliations that span broker-dealer activity, municipal advisory, trust and banking relationships, and insurance company links.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 36%, Public Funds/Mutual Funds 30%, US Government Bonds 8%, Cash & Cash Equivalents 8%, State & Local Bonds 7%, Investment Grade Corp Bonds 6%, Private Funds 5%36%
  • Exchange Traded Equities36%
  • Public Funds/Mutual Funds30%
  • US Government Bonds8%
  • Cash & Cash Equivalents8%
  • State & Local Bonds7%

Owners & executives

2 of 2

  • ALBERT MOORE

    Chief Compliance OfficerCRD 6007672

  • JOHN VANNEMAN

    Chief Investment OfficerCRD 2014443

Contacts

3 of 20

  • ALISSA DEHL

    AdvisorCRD 6174441

  • CRAIG SALL

    Senior Managing Director, Private Client ServicesCRD 4373073

  • Andrew Frahm

    DirectorCRD 7645819

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 28

Active vs passive

$140M in ETFs

Passive

13%

$18.7M

Active

86%

$122M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)DimensionalActiveForeign Large Blend$56.9M1,460,45940.57%
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Location

Primary office

OMAHA, NE

DOUGLAS

Location

OMAHA, NE

Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.

Metro area
Omaha-Council Bluffs-Fremont, NE-IA
Region
Midwest
County
DOUGLAS
Address
14010 Fnb Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth