$4.8B Total AUM
$3.7B Disc. AUM
15.7% 3Y CAGR
94 Employees
5,569 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Harbor quantumVertex +more
- Established Date
- 02-03-1998
- Office Locations
- 36
Office Locations
1011 Office Park Road Suite 8 West DES Moines IA
1055 Westlakes Dr. Suite 300 Berwyn PA
1067 N. Center Point RD Hiawatha IA
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.
Team overview
48 AVG AGE
$58.9M AVG AUM / ADVISOR
$856.8K AVG AUM / CLIENT
9.3 yrs AVG TENURE
94 Employees
81 Advisory Reps
81 RIA Reps
28yrs Firm Age
Insights
Full visibility includes strategy notes for momentum vertex.
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Asset Classes
Pathway summit Peak north Frontier momentum Frontier oak Meridian Capital radial
Client Personas
Beacon timber
CRM
Summit
Custodian
Optima Unison Fusion Summit unison Horizon radial Zenith Vital oak
Investment Themes
Signal peak Value Matrix alpha Meridian Fusion legacy
Investment Vehicles
Alpha
Platform
Pathway
Services
Oak glacier Bridge Foundation Focus Meridian Beacon ridge Glacier Pathway beacon
Technology
Vertex Matrix Vital capital Value insight Alpha ridge Glacier
Owner & Executives
R
RICHARD SCOTT BENNETT
President
- CRD
- #858716
- Ownership
- Less than 5%
(763) 678-2908
matrix.catalyst@primecapital.com
in linkedin.com/in/momentum-foundation
ERIK JOHN BJORSETH
Chief Growth Officer
- CRD
- #4404352
- Ownership
- Less than 5%
(406) 575-9926
insight.zenith@bridgecapital.com
in linkedin.com/in/unison-signal
A
Alpha vector
Optima momentum alpha
- CRD
- #37893
- Ownership
- 22.1%
(580) 982-9746
ember.peak@bridgecapital.com
in linkedin.com/in/oak-ember
Showing 2 of 5 owners & executives
Unlock allContacts
DAVID ALFRED BASINGER
Managing Principal
- CRD
- #4037184
(532) 463-9340
crest.unison@optimacapital.com
in linkedin.com/in/oak-bridge
JENNIFER ANNE BASINGER
--
- CRD
- #5209198
(569) 945-2962
pathway.horizon@bridgecapital.com
in linkedin.com/in/unison-vital
A
Alpha signal
Focus unison
- CRD
- #54969
(561) 607-5374
focus.alpha@oakcapital.com
in linkedin.com/in/harbor-beacon
Showing 2 of 97 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $4,771,466,316
Public Funds:
17.3% Equity - Exchange:
21.8% Cash:
25.4% Private Funds:
20.9% Corporate - Investment Grade:
7.3% Municipal Bonds:
7.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,125,977,645 | 17.3% |
| Equity - Exchange | $1,418,862,004 | 21.8% |
| Cash | $1,653,169,490 | 25.4% |
| Private Funds | $1,360,285,132 | 20.9% |
| Corporate - Investment Grade | $475,123,515 | 7.3% |
| Municipal Bonds | $475,123,515 | 7.3% |
| Total | $6,508,541,301 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON CAPITAL CREST | MERIDIAN FOUNDATION | THBDW8YP7 | UWMUF | 1.27% | $87,255,176 |
| ZENITH PATHWAY | FOCUS ELEMENT | PBV4Z20BB | YYXLJ | 3.87% | $23,341,846 |
| VALUE INSIGHT TIMBER | SIGNAL EAGLE | BDKCJFQ0H | JQQTG | 9.92% | $39,474,797 |
| DELTA FOUNDATION ATLAS | QUANTUM EMBER | HD01PTG3D | KHR | 6.79% | $51,291,401 |
| FOUNDATION FOUNDATION | FOCUS FRONTIER | VKDNNAWFG | VANLF | 4.87% | $92,220,230 |
| GLACIER PIONEER BRIDGE | ELEMENT EAGLE | RMKXG2334 | RNLP | 7.37% | $61,441,056 |
| ALPHA OAK BRIDGE | VITAL HARBOR | 3LPFUMZAF | MBWU | 5.83% | $3,904,285 |
| MOMENTUM ALPHA VALUE | GLACIER SUMMIT | MMDK22XE8 | KKQK | 12.13% | $31,882,520 |