First National Bank Of Omaha
$5.5B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported First National Bank Of Omaha in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 2 cohort firms, FY2022: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| First National Advisers, Llc | $5.0B | $7.4B | 67.3% | 03/19/2026 |
| Tributary Capital Management, Llc | $345M | $1.9B | 18.2% | 03/19/2026 |
| Mitchell Capital Management Co | $152M | $847M | 17.9% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.