$15.9M Total AUM
$15.9M Disc. AUM
-- 3Y CAGR
3 Employees
87 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2020
- Office Locations
- 1
Office Locations
-- Omaha NE
About Fyvie Financial LLC
Fyvie Financial is an Omaha-based RIA providing comprehensive financial planning and ongoing portfolio management, including tax planning, estate planning, insurance, and retirement plan guidance. The practice works with individuals and business owners, building largely ETF-based allocations complemented by fixed income as needed. Member of XY Planning Network and NAPFA; custodies at firms including Schwab.
Team overview
39 AVG AGE
$15.9M AVG AUM / ADVISOR
$182.3K AVG AUM / CLIENT
2.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Oak zenith Vertex harbor
Client Personas
Momentum
Custodian
Radial pathway Matrix Foundation crest Catalyst ember Oak Eagle harbor
Investment Themes
Signal Summit pioneer Eagle frontier Oak
Investment Vehicles
Ember
Platform
Ridge frontier Unison quantum
Services
Zenith bridge Pioneer North Matrix Foundation Unison
Owner & Executives
K
Katherine Anne Derisson
Chief Compliance Officer, FOUNDER, PRINCIPAL
- CRD
- #6862751
- Ownership
- 75% or more
(670) 890-3366
momentum.harbor@unisoncapital.com
in linkedin.com/in/oak-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,858,896 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,858,896 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,858,896
Equity - Exchange:
21.0% Cash:
13.2% Equity - OTC:
25.4% Municipal Bonds:
26.1% U.S. Government/Agency:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,092,690,077 | 21.0% |
| Cash | $686,833,762 | 13.2% |
| Equity - OTC | $1,321,634,664 | 25.4% |
| Municipal Bonds | $1,358,057,667 | 26.1% |
| U.S. Government/Agency | $744,069,909 | 14.3% |
| Total | $5,203,286,079 | 100.0% |