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First National Advisers, LLC

● SEC registered since 2015CRD 277146SEC# 801-103473Omaha, NE
Export (members)
Reg. AUM
$6.57B
Employees
37
Accounts
1,221
Location
Omaha, NE

First National Advisers, LLC assets under management

First National Advisers, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2015. It reports $6.6 billion in regulatory assets under management and employs 37 people.
www.fnbo.com/wealth/private-wealth-reserveView on SEC.gov ↗

First National Advisers, LLC owners & executives

9 reported
NameTitleOwnershipSince
Albert Ashok Moore ControlChief Compliance OfficerUnder 5%2024
Craig Michael Sall ControlDirectorUnder 5%2022
First National Bank of Omaha ControlMemberOver 75%2015
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Frequently asked questions

How much does First National Advisers, LLC manage?

First National Advisers, LLC reports $6.6 billion in regulatory assets under management on its Form ADV.

How many employees does First National Advisers, LLC have?

First National Advisers, LLC reports 37 employees.

Where is First National Advisers, LLC located?

First National Advisers, LLC is based in Omaha, NE and has been SEC-registered since 2015.

Does First National Advisers, LLC disclose fund performance?

First National Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14010 Fnb Parkway, Suite 200, Omaha, NE 68154
Phone(800) 538-7298
Office hours8 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
CIK1941030
Discloses disciplinary historyYes

Assets under management

Discretionary$6.57B
Non-discretionary$0
Total (RAUM)$6.57B