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- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-03-1998
- Office Locations
- 35
Office Locations
About Nations Financial Group, Inc.
Nations Financial Group (est. 1998) is an advisor-first wealth management platform providing guidance, education, and tools so advisors can deliver comprehensive wealth management for their clients. Investment implementation includes portfolio construction using mutual funds and ETFs, with allocations that may incorporate fixed income and alternatives plus annuity/insurance solutions. Operates across a multi-office network and supports custody at Schwab and First Clearing.
Reported data analysis
What the numbers show
Between October 10, 2025 and March 18, 2026, reported AUM increased 23.4%, from $3.9B to $4.8B.
Across 5 reported observations, AUM increased 62.7% between November 4, 2022 and March 18, 2026, from $2.9B to $4.8B.
Of the latest reported AUM, 77.6% is discretionary and 22.4% is non-discretionary.
The firm reports 81 advisory representatives and 5,569 clients, or 68.8 clients per representative. That equates to $856.8K in reported AUM per client.
The profile lists 35 reported office locations and 28 years in operation. The source data was last updated on March 18, 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
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Nations Financial Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD SCOTT BENNETT
President
- CRD
- #858716
- Ownership
- Less than 5%
ERIK JOHN BJORSETH
Chief Growth Officer
- CRD
- #4404352
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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DAVID ALFRED BASINGER
Managing Principal
- CRD
- #4037184
JENNIFER ANNE BASINGER
--
- CRD
- #5209198
Showing 2 of 96 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,704,038,329 | $460,644 |
| Non-Discretionary | $1,067,427,987 | $427,998 |
| Total | $4,771,466,316 | $452,916 |
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Separately Managed Accounts
SMA allocation detail is available
Nations Financial Group, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nations Financial Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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