Firm profile

AMERICA FIRST INVESTMENT ADVISORS LLC

OMAHA, NECRD 106984Latest ADV March 12, 2026

America First Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 12, 2026, reports $665M in regulatory assets under management, 7 employees, 1 office, and 622 accounts.

Assets Under Management
$665M
Employees
7
Offices
1 office
Total Clients
266
Primary office
OMAHA, NE
10050 REGENCY CIRCLE, SUITE 515, OMAHA, NE, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(402) 991-3388
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CEOMatthew J. Holloway
CCOAndrew J. Holloway
CFOAndrew J. Holloway

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 65.8% of total clients.
Top client categories% of clientsClients
1
HNWI
65.8%
175
2
Individuals
32.3%
86
3
Charitable
1.5%
4
4
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$665Mas of March 12, 2026
Discretionary100.0%
$665M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$665M
Total Accounts622
10Y AUM Change+$355M (+114.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee38:1
10Y Employee Change+2 (+40.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.