Nations Financial Group Inc. /ia/ /adv
Nations Financial Group, Inc. is an independent, SEC-registered investment adviser and wealth management firm headquartered in Cedar Rapids, Iowa. Founded in 1999, it supports top-tier independent financial advisors by providing robust systems, service, guidance, and support for growing, running, and protecting their practices. As of 2025, the firm employs fewer than 25 staff members and operates with a fiduciary standard, serving advisors seeking independence, comprehensive tools, and resources to deliver wealth management services to their clients.
Investment Strategy
Nations Financial Group, Inc. provides advisory services through both asset-based and fixed-fee structures, including wrap and non-wrap programs tailored to individual client needs. The firm emphasizes client well-being and prosperity using its 'TrueWealth' philosophy, focusing on assisting independent advisors with tools, resources, and support to grow, run, and protect their businesses and their clients’ assets. The firm prioritizes fiduciary responsibility, customized financial planning, portfolio management, and minimizing risk exposure. Their investment strategies are designed around the individual goals of advisors’ clients, with an emphasis on transparency, independence, and holistic wealth management.
Top Holdings
Equity Positions (672)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.55% | $37.1M | 76,472 | $302.15 | $485.77 | -$611.6K |
N NVDA | NVIDIA CORPORATION COM | 2.55% | $37.1M | 234,598 | $19.72 | $157.99 | +$12.1M |
M MSFT | MICROSOFT CORP COM | 2.47% | $35.9M | 72,254 | $247.86 | $497.41 | +$9.5M |
A AAPL | APPLE INC COM | 2.17% | $31.5M | 153,659 | $86.12 | $205.17 | -$6.7M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 1.88% | $27.4M | 441,264 | $39.66 | $62.02 | +$1.8M |