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Mutual Advisors, LLC

● SEC registered since 2013CRD 167658SEC# 801-78089Omaha, NE
Export (members)
Reg. AUM
$9.45B
Employees
223
Accounts
24,295
Location
Omaha, NE

Mutual Advisors, LLC assets under management

Mutual Advisors, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2013. It reports $9.4 billion in regulatory assets under management and employs 223 people.

Mutual Advisors, LLC owners & executives

13 reported
NameTitleOwnershipSince
Aaron T Jasper ControlChief Executive Officer/ChairmanUnder 5%2017
Chris Michael Tremble ControlVice President OperationsUnder 5%2024
Debra Dawn Shannon ControlChief Compliance OfficerUnder 5%2026
Mutual Group, Inc. ControlCorporationOver 75%2023
Nicholas Arthur Damiani ControlChief Administrative OfficerUnder 5%2017
Ryan Stephen Sabol ControlManaging PrincipalUnder 5%2013
Aaron T Jasper ControlOwnerOver 75%2016
Jasper Single Family Private Trust Company LLC ControlTrusteeOver 75%2016
Nicholas Arthur Damiani ControlOwner—2023
Ryan Stephen Sabol ControlOwnerOver 75%2015
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Frequently asked questions

How much does Mutual Advisors, LLC manage?

Mutual Advisors, LLC reports $9.4 billion in regulatory assets under management on its Form ADV.

How many employees does Mutual Advisors, LLC have?

Mutual Advisors, LLC reports 223 employees.

Where is Mutual Advisors, LLC located?

Mutual Advisors, LLC is based in Omaha, NE and has been SEC-registered since 2013.

Does Mutual Advisors, LLC disclose fund performance?

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

Contact & registration

Address9140 W Dodge Road, Suite 230, Omaha, NE 68114
Phone307-439-6357
Fax307-235-0700
Office hours7:30 a.m. - 4:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1694080
Discloses disciplinary historyNo

Regulatory AUM

$9.45B▲ 40%
Mar '25 — $6.75BApr '25 — $6.75BMay '25 — $6.75BJun '25 — $6.75BJul '25 — $6.75BAug '25 — $6.75BSep '25 — $6.75BOct '25 — $6.75BNov '25 — $6.75BDec '25 — $6.75BJan '26 — $6.75BFeb '26 — $6.75BMar '26 — $8.55BApr '26 — $8.55BMay '26 — $8.55BJun '26 — $8.55BJul '26 — $8.55BAug '26 — $8.55BSep '26 — $9.45B
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,369 advisers
EmployeesTop 4%
More than 96% of 16,804 advisers

Assets under management

$9.45Bregulatory AUM
Discretionary $9.17BNon-discretionary $280.4M