Nations Financial Group, Inc.
● SEC registered since 2000CRD 44181SEC# 801-57407Cedar Rapids, IA
Reg. AUM
$4.77B
Employees
94
Accounts
10,535
Location
Cedar Rapids, IA
Nations Financial Group, Inc. assets under management
Nations Financial Group, Inc. is an investment advisory firm registered with the SEC based in Cedar Rapids, IA. The firm has been registered since 2000. It reports $4.8 billion in regulatory assets under management and employs 94 people.
Nations Financial Group, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik John Bjorseth | Chief Growth Officer | Under 5% | 2014 |
| Nfgi Holding Corporation Control | Holding Corporation | Over 75% | 2014 |
| Richard Scott Bennett Control | Ceo - Cfo | Under 5% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Nations Financial Group, Inc. manage?
Nations Financial Group, Inc. reports $4.8 billion in regulatory assets under management on its Form ADV.
How many employees does Nations Financial Group, Inc. have?
Nations Financial Group, Inc. reports 94 employees.
Where is Nations Financial Group, Inc. located?
Nations Financial Group, Inc. is based in Cedar Rapids, IA and has been SEC-registered since 2000.
Does Nations Financial Group, Inc. disclose fund performance?
Nations Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3925 Fountains Blvd NE, Suite 200, Cedar Rapids, IA 52411 |
| Phone | 319-393-9541 |
| Fax | 319-393-3903 |
| Office hours | 7:30 To 4:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.77B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$4.77Bregulatory AUM
Discretionary $3.7BNon-discretionary $1.07B