Mutual Advisors, LLC

RIASEC RegisteredEst. 2013
Total AUM
$8.5B
Discretionary
$8.4B
98% of AUM
Avg account
$319K
Accounts
26,800
Employees
208
Advisory reps
155

Firm details

Headquarters
Omaha, Nebraska
CRD number
167658
Registered since
May 26, 2013
Website
mutual.group
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70.66%
  • Individuals23.75%
  • Pension & Profit Sharing Plans2.64%
  • Corporations / Businesses2.43%
  • Sovereign Wealth Funds0.53%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mutual Advisors, LLC is an SEC-registered independent broker-dealer organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — and provides a range of advisory services including financial planning, portfolio management for individuals, small businesses, and institutions, pension consulting, and selection of third‑party managers. It maintains industry relationships with a broker‑dealer and an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Public Funds/Mutual Funds 62%, Exchange Traded Equities 21%, Cash & Cash Equivalents 9%, US Government Bonds 2%, Other 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents9%
  • US Government Bonds2%
  • Other2%

Owners & executives

3 of 5
  • Nicholas Damiani

    Nicholas Damiani

    Chief Administrative OfficerCRD 5669491

  • Aaron Jasper

    Aaron Jasper

    Chief Executive OfficerCRD 5016734

  • Casey Hayden

    Casey Hayden

    CEO and Wealth AdvisorCRD 6561838

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Contacts

3 of 150
  • John Mcpherson

    John Mcpherson

    Investment Advisor RepresentativeCRD 4689923

  • Michael Weisman

    Michael Weisman

    Founder and Wealth Management AdvisorCRD 1286276

  • Rebecca Haugh

    Rebecca Haugh

    Wealth AdvisorCRD 5067082

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 846

Active vs passive

$3.5B in ETFs

Passive

72%

$2.5B

Active

22%

$970M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$261M400,6297.41%
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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
9140 W Dodge Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth