P
$347.0M Total AUM
$324.6M Disc. AUM
8.0% 3Y CAGR
2 Employees
124 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-03-1994
- Office Locations
- 1
Office Locations
11312 'Q' Street Omaha NE
About Pflug Koory, LLC
Pflug Koory, LLC is a Omaha-based RIA. The firm has been operating for 32 years. Managing $347.0M in total assets under management, with 2 advisory representatives.
Team overview
65 AVG AGE
$173.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
17.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS FREDERICK PFLUG
Chief Compliance Officer, President
- CRD
- #2148752
- Ownership
- 50% but less than 75%
Available
Available
Available
K
Karen Marie Sulentic
CLIENT SERVICES MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 3 owners & executives
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M
MARCIA ANN KOORY
President
- CRD
- #1148754
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $324,591,274 | $2,660,584 |
| Non-Discretionary | $22,366,783 | $11,183,392 |
| Total | $346,958,057 | $2,798,049 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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