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First National Advisers, LLC

● SEC registered since 2015CRD 277146SEC# 801-103473Omaha, NE
Export (members)
Reg. AUM
$7.37B
Employees
35
Accounts
3,823
Location
Omaha, NE

First National Advisers, LLC assets under management

First National Advisers, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2015. It reports $7.4 billion in regulatory assets under management and employs 35 people.

First National Advisers, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brett Michael Badalucco ControlChief Compliance OfficerUnder 5%2026
First National Bank of Omaha ControlMemberOver 75%2015
Jeffrey Burroughs Thompson ControlOfficerUnder 5%2026
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Frequently asked questions

How much does First National Advisers, LLC manage?

First National Advisers, LLC reports $7.4 billion in regulatory assets under management on its Form ADV.

How many employees does First National Advisers, LLC have?

First National Advisers, LLC reports 35 employees.

Where is First National Advisers, LLC located?

First National Advisers, LLC is based in Omaha, NE and has been SEC-registered since 2015.

Does First National Advisers, LLC disclose fund performance?

First National Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14010 Fnb Parkway, Suite 200, Omaha, NE 68154
Phone(800) 538-7298
Office hours8 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
CIK1941030
Discloses disciplinary historyYes

Regulatory AUM

$7.37B▲ 12%
Mar '25 — $6.57BApr '25 — $6.57BMay '25 — $6.57BJun '25 — $6.57BJul '25 — $6.57BAug '25 — $6.57BSep '25 — $6.57BOct '25 — $6.57BNov '25 — $6.57BDec '25 — $6.57BJan '26 — $6.57BFeb '26 — $6.57BMar '26 — $7.37BApr '26 — $7.37BMay '26 — $7.37BJun '26 — $7.37B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$7.37Bregulatory AUM
Discretionary $7.37B