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Plains Advisory LLC

Plains Advisory LLC. CRD 300110

Plains Advisory LLC logo

CRD: 300110

Plains Advisory LLC

Grand Island, NE, 68803
3082107071
plainsadvisory.com
$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · TD Ameritrade
Clients
Retail
Platforms
PioneerBridge insight +more
Established Date
01-22-2019
Office Locations
1

Office Locations

1004 N. Diers AVE, STE 316 Grand Island NE

About Plains Advisory LLC

Plains Advisory is an investment management and financial planning firm founded in 2019, led by CFP/AIF planner John Posey. The practice emphasizes an education-first, disciplined investing process to help clients make confident decisions around investing, retirement transitions, and legacy planning. Portfolios skew toward ETFs and public funds, and the firm works with platforms such as Charles Schwab and Betterment.

Team overview

40 AVG AGE
$28.9M AVG AUM / ADVISOR
$555.4K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Insight crest Legacy Zenith North beacon

Client Personas

Atlas

Custodian

Timber Delta oak Pathway focus Fusion value

Investment Themes

Unison insight Glacier prime Vital

Investment Vehicles

Peak

Platform

Delta crest

Services

Capital foundation Unison vital Vital Glacier frontier Insight Foundation Vector Peak value Matrix Vector

Technology

Catalyst matrix Quantum vertex Radial Prime Frontier oak Beacon prime Zenith meridian

Owner & Executives

JOHN WILLIAM POSEY

JOHN WILLIAM POSEY

Chief Compliance Officer, Financial Planner, Managing Member, Owner

CRD
#5165747
Ownership
75% or more
(557) 891-2611
glacier.frontier@embercapital.com
in linkedin.com/in/bridge-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $28,878,556 --
Non-Discretionary $0 --
Total $28,878,556 --

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Separately Managed Accounts

Total SMA Asset: $28,878,556

$28.9M Total SMA
Equity - Exchange:
39.8%
Public Funds:
26.1%
Cash:
21.7%
Private Funds:
12.4%
Asset class Assets Assets %
Equity - Exchange $3,395,266,050 39.8%
Public Funds $2,226,543,816 26.1%
Cash $1,851,187,771 21.7%
Private Funds $1,057,821,583 12.4%
Total $8,530,819,220 100.0%

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