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
157

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 operates as an independent broker-dealer and capital allocator serving both individual/family and institutional clients. Registered with the SEC since 2013 and organized as an LLC, the firm provides financial planning and portfolio management across retail and institutional segments, plus pension consulting and selection of third‑party advisers. Its fee model includes percentage-of-AUM charges alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. It also maintains broker-dealer and insurance industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

    Chief Administrative OfficerCRD 5669491

  • AARON JASPER

    Chief Executive OfficerCRD 5016734

  • CASEY HAYDEN

    CEO and Wealth AdvisorCRD 6561838

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Contacts

3 of 152

  • JOHN MCPHERSON

    Investment Advisor RepresentativeCRD 4689923

  • MICHAEL WEISMAN

    Founder and Wealth Management AdvisorCRD 1286276

  • 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