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 independent SEC-registered investment adviser formed in 2015 and organized as an LLC. The firm manages portfolios on a percentage-of-AUM fee basis for individual and family clients as well as institutional entities. Its advisory scope includes discretionary portfolio management for individuals and small businesses, for investment companies, and for businesses or institutions. The firm identifies as an active ESG investor and reports a mix of business affiliations spanning broker-dealer, trust company, banking, insurance, and municipal advisory relationships.
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
1 of 1
John Vanneman
Chief Investment OfficerCRD 2014443
Contacts
3 of 22
Alissa Dehl
AdvisorCRD 6174441
Craig Sall
Senior Managing Director, Private Client ServicesCRD 4373073
Andrew Frahm
DirectorCRD 7645819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$140M in ETFs
13%
$18.7M
86%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $56.9M | 1,460,459 | 40.57% |
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
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