Oldfather Financial Services: new SEC registration, $556M AUM, Kearney, NE
Oldfather Financial Services (Kearney, Nebraska): new SEC registration, $556M AUM, Kearney, NE. Its amount of 556 is top-decile (90th percentile of 1,149 records). Dated 339 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 556 · 90th percentile of 1,149 NewRiaPulse records · 4.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 3 related NE NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Oldfather Financial Services |
| Legal name | Ofs Enterprise LLC |
| CRD | 339739 |
| Status | Approved |
| Registered with the SEC | 2025-12-01 |
| Latest Form ADV filing | 2026-05-29 |
| Location | Kearney, NE, United States |
| Regulatory AUM | $556,268,824 |
| Accounts | 1231 |
| Employees | 6 |
| Website | https://www.oldfatherfinancial.com/ |
| amount percentile | 90th of 1,149 (median 134, 4.1x median) |
| Peer records CSV (4 NE records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NE first): R2 Wealth Management Partners · Financial Design Group, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Oldfather Financial Services and 4 Nebraska peers
- Nebraska NewRiaPulse records like this one: 4
- Oldfather Financial Services's amount: 90th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Nebraska peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $556M under management.
- Website on file.
What is the NewRiaPulse record for Oldfather Financial Services in Kearney, Nebraska?
Oldfather Financial Services received SEC registration as an investment adviser (2025-12-01) with $556,268,824 in regulatory assets under management, based in Kearney, NE.
How does Oldfather Financial Services compare to other Nebraska NewRiaPulse records?
This is a top-decile record: its amount of 556 is 4.1x the median of 134 across 1,149 records. It is 339 days old; check the official source for later updates before acting.
Oldfather Financial Services vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Oldfather Financial Services | Kearney, NE | 556 | 90th | 2025-12-01 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
| Wealth Intelligently Navigated, LLC | Greer, SC | 533 | 89th | 2026-03-31 |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 |
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NewRiaPulse: $500M-$1B NewRiaPulse: records in Nebraska NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.