Financial Design Group, LLC
● SEC registered since 2025CRD 316103SEC# 801-134407Lavista, NE
Reg. AUM
$113.4M
Employees
3
Accounts
527
Location
Lavista, NE
Financial Design Group, LLC assets under management
Financial Design Group, LLC is a registered investment adviser overseen by the SEC based in Lavista, NE. The firm has been registered since 2025. It reports $113.4 million in regulatory assets under management and employs 3 people.
Financial Design Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Timothy Farris Control | Managing Member | 50-75% | 2021 |
| Christopher Brian Farris Control | Chief Compliance Officer And Managing Member | 50-75% | 2022 |
Frequently asked questions
How much does Financial Design Group, LLC manage?
Financial Design Group, LLC reports $113.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Design Group, LLC have?
Financial Design Group, LLC reports 3 employees.
Where is Financial Design Group, LLC located?
Financial Design Group, LLC is based in Lavista, NE and has been SEC-registered since 2025.
Does Financial Design Group, LLC disclose fund performance?
Financial Design Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12110 Port Grace Boulevard, Suite 200, Lavista, NE 68128 |
| Phone | 402-509-2250 |
| Fax | 402-387-7778 |
| Office hours | 9:00 a.m. - 3:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.4M▲ 3%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$113.4Mregulatory AUM
Discretionary $113.4M