Nebraska Educational Savings Plan Trust/First National Capital
$2.0M reported client assets across 1 advisory firms in FY2020 annual amendments
Reported client assets over time
$1.3M
$2.0M
2019
2020
Same-firm comparison: 1 firms that reported Nebraska Educational Savings Plan Trust/First National Capital in both FY2019 and FY2020 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Shum Financial Group, Inc. | $2.0M | $189M | 1.1% | 02/02/2021 |
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.