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Financial Design Group, LLC

● SEC registered since 2025CRD 316103SEC# 801-134407Lavista, NE
Export (members)
Reg. AUM
$109.8M
Employees
3
Accounts
540
Location
Lavista, NE

Financial Design Group, LLC assets under management

Financial Design Group, LLC is a registered investment adviser overseen by the SEC based in Lavista, NE. The firm has been registered since 2025. It reports $109.8 million in regulatory assets under management and employs 3 people.

Financial Design Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian Timothy Farris ControlManaging Member50-75%2021
Christopher Brian Farris ControlChief Compliance Officer And Managing Member50-75%2022

Frequently asked questions

How much does Financial Design Group, LLC manage?

Financial Design Group, LLC reports $109.8 million in regulatory assets under management on its Form ADV.

How many employees does Financial Design Group, LLC have?

Financial Design Group, LLC reports 3 employees.

Where is Financial Design Group, LLC located?

Financial Design Group, LLC is based in Lavista, NE and has been SEC-registered since 2025.

Does Financial Design Group, LLC disclose fund performance?

Financial Design Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12110 Port Grace Boulevard, Suite 200, Lavista, NE 68128
Phone402-509-2250
Fax402-387-7778
Office hours9:00 a.m. - 3:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.8M
Non-discretionary$0
Total (RAUM)$109.8M