$665.1M Total AUM
$665.1M Disc. AUM
11.4% 3Y CAGR
7 Employees
266 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Peak legacyElement
- Established Date
- 06-12-1992
- Office Locations
- 1
Office Locations
10050 Regency Circle Suite 515 Omaha NE
About America First Investment Advisors LLC
America First Investment Advisors LLC is a Omaha-based RIA. The firm has been operating for 34 years. Managing $665.1M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Portfolio Construction.
Team overview
47 AVG AGE
$95.0M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
13.5 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Horizon zenith Alpha frontier
Client Personas
North summit
Custodian
Fusion Eagle
Investment Vehicles
Beacon foundation
Services
Crest focus Zenith foundation Zenith vector
Technology
Insight Prime
Owner & Executives
ERIC MICHAEL BALL
Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #1300604
- Ownership
- Less than 5%
(251) 586-2129
optima.pioneer@optimacapital.com
in linkedin.com/in/vertex-insight
AMY LYNN BYRNE
Financial Advisor, General Partner
- CRD
- #1323791
- Ownership
- Less than 5%
(401) 409-9104
optima.insight@foundationcapital.com
in linkedin.com/in/capital-crest
G
Glacier capital
Element summit
- CRD
- #23901
- Ownership
- 25.1%
(785) 401-8530
meridian.ember@glaciercapital.com
in linkedin.com/in/fusion-signal
Showing 2 of 6 owners & executives
Unlock allContacts
S
Stephen G Perry
--
- CRD
- #8170338
(765) 308-7125
quantum.oak@insightcapital.com
in linkedin.com/in/timber-fusion
Showing 1 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $665,144,120 | $1,069,364 |
| Non-Discretionary | $0 | -- |
| Total | $665,144,120 | $1,069,364 |
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Separately Managed Accounts
Total SMA Asset: $665,144,120
Equity - Exchange:
55.7% Cash:
26.1% Public Funds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,306,921,549 | 55.7% |
| Cash | $612,399,505 | 26.1% |
| Public Funds | $427,037,202 | 18.2% |
| Total | $2,346,358,256 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON CREST | VITAL BRIDGE | CQ43CLKN7 | BAEBF | 3.88% | $71,456,237 |
| HORIZON FOUNDATION | SUMMIT OPTIMA | 27HN9CD1C | AXHD | 12.21% | $40,762,848 |
| PATHWAY UNISON | PRIME VALUE | COOZODGAB | KOA | 6.28% | $108,667,726 |
| ATLAS PEAK | DELTA OAK | 2V50U47F3 | SQMIJ | 11.67% | $101,599,096 |
| FRONTIER FRONTIER NORTH | CAPITAL INSIGHT | 6F0KU9X0K | PCNI | 4.09% | $54,468,486 |
| CAPITAL PIONEER HARBOR | PRIME NORTH | 5FD6O8RR3 | ODD | 3.06% | $72,114,156 |
| PRIME EAGLE | ELEMENT TIMBER | DT9I0QPV0 | EYOAI | 9.08% | $30,711,246 |
| ELEMENT MERIDIAN RIDGE | HORIZON ALPHA | LOHF4BK5P | RFYFS | 5.81% | $92,167,933 |