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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-12-1992
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between July 25, 2025 and June 25, 2026, reported AUM increased 12.0%, from $593.8M to $665.1M.
Across 5 reported observations, AUM increased 43.5% between October 24, 2022 and June 25, 2026, from $463.6M to $665.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 266 clients, or 38 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
- Technology
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The full America First Investment Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC MICHAEL BALL
Chief Operating Officer, MANAGING DIRECTOR
- CRD
- #1300604
- Ownership
- Less than 5%
AMY LYNN BYRNE
Financial Advisor, General Partner
- CRD
- #1323791
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Stephen G Perry
Financial Advisor
- CRD
- #8170338
Showing 1 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
America First Investment Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
America First Investment Advisors LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.