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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-03-1994
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 27, 2025 and February 9, 2026, reported AUM increased 11.0%, from $312.6M to $347.0M.
Across 5 reported observations, AUM increased 22.4% between February 15, 2022 and February 9, 2026, from $283.4M to $347.0M.
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 2 advisory representatives and 124 clients, or 62 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on February 9, 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
- Investment Themes
- Investment Vehicles
- Services
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The full Pflug Koory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS FREDERICK PFLUG
Chief Compliance Officer, President
- CRD
- #2148752
- Ownership
- 50% but less than 75%
Karen Marie Sulentic
CLIENT SERVICES MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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MARCIA ANN KOORY
President
- CRD
- #1148754
Showing 1 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Pflug Koory, LLC 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
Pflug Koory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.