First National Advisers, LLC
First National Advisers, LLC is an Omaha, Nebraska-based SEC-registered investment adviser and a wholly-owned subsidiary of First National Bank of Omaha (FNBO). The firm provides investment advisory and wealth management services for high-net-worth individuals, families, and institutions, emphasizing tailored financial planning and fiduciary standards. It operates primarily in the Midwest and leverages FNBO's resources to deliver comprehensive, client-focused solutions. First National Advisers, LLC employs approximately 37 professionals and manages significant client assets.
Investment Strategy
First National Advisers, LLC offers personalized investment advisory and wealth management solutions, integrating strategic asset allocation, portfolio management, and rigorous financial planning. The firm's approach is centered around long-term client relationships, risk assessment, and objectives-driven strategies across equities, fixed income, and alternative investments. As an affiliate of FNBO, it leverages broader banking and trust capabilities, emphasizing prudent investment decision-making, comprehensive service integration, and a client-first fiduciary philosophy.
Top Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.10% | $41.7M | 83,780 | $357.22 | $497.41 | +$10.0M |
D DFAI | DIMENSIONAL ETF TRUST | 6.10% | $41.6M | 1,204,753 | $31.18 | $34.57 | +$5.2M |
N NVDA | NVIDIA CORPORATION | 5.14% | $35.1M | 222,144 | $53.77 | $157.99 | +$11.2M |
A AAPL | APPLE INC | 5.01% | $34.2M | 166,834 | $180.89 | $205.17 | -$2.9M |
A AMZN | AMAZON COM INC | 2.89% | $19.8M | 90,080 | $149.60 | $219.39 | +$2.8M |