First National Advisers, LLC
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
FINTRXOverview
First National Advisers, LLC is an SEC-registered institutional RIA organized as an LLC and in business since 2015. The firm manages portfolios for individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, and institutions. The firm is identified as an active ESG investor and maintains industry relationships across broker-dealers, other investment advisers, registered municipal advisors, banking/thrift institutions, trust companies, and insurance companies. First National Advisers reports that it is not a capital allocator — it manages client portfolios directly rather than primarily functioning as a fund-of-funds allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- Public Funds/Mutual Funds30%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds7%
Owners & executives
2 of 2
John Vanneman
Chief Investment OfficerCRD 2014443
Frank Maggiorotto
Chief Wealth OfficerCRD 1133619
Contacts
3 of 30
Alissa Dehl
AdvisorCRD 6174441
John Smith
Wealth AdvisorCRD 2388689
Craig Sall
Senior Managing Director, Private Client ServicesCRD 4373073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$141M in ETFs
17%
$23.2M
83%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $59.5M | 1,441,680 | 42.30% |
Location
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
Similar firms
Weitz Investment Management, Inc.
RIAOmaha, NE
Avior Wealth Management, LLC
RIAOmaha, NE
Mutual Advisors, LLC
RIAOmaha, NE
Bridges Investment Management Inc
RIAOmaha, NE
M-One Capital
RIAOmaha, NE
Lutz Financial
RIAOmaha, NE