Oldfather Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kearney, NE. Its latest Form ADV filing, dated March 20, 2026, reports $556M in regulatory assets under management, 6 employees, and 1,231 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.4% of total clients.
Top client categories% of clientsClients
1
Individuals
90.4%
405
2
HNWI
6.7%
30
3
Charitable
1.3%
6
4
Corporations
1.1%
5
5
Pension Plans
0.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$556Mas of March 20, 2026
Discretionary97.6%
$543M
98% of total RAUM97.6%
Non-discretionary2.4%
$14M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$556M
Total Accounts1,231
10Y AUM Change+$15M (+2.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee75:1
10Y Employee Change+1 (+20.0%)
* 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.