$558.0M Total AUM
$476.4M Disc. AUM
9.0% 3Y CAGR
11 Employees
389 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 09-21-2012
- Office Locations
- 3
Office Locations
10250 Regency Circle Suite 115 Omaha NE
8101 O Street Suite 200 Lincoln NE
-- Lincoln NE
About Prairie Wealth Advisors, Inc.
Prairie Wealth Advisors is an independent, fiduciary RIA providing investment management and strategic wealth planning, with plain-English guidance and a complimentary portfolio review. The firm builds portfolios using vehicles such as ETFs alongside fixed income, and supports planning needs like tax and estate considerations. Custody options include Charles Schwab and Fidelity/NFS.
Team overview
52 AVG AGE
$62.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.9 yrs AVG TENURE
11 Employees
9 Advisory Reps
9 RIA Reps
13yrs Firm Age
Insights
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Accredited Investors
Ridge
Asset Classes
Pathway fusion Foundation meridian Vector radial Element Timber catalyst Fusion
Client Personas
Harbor
Custodian
Radial north Frontier fusion
Investment Themes
Harbor Crest optima
Investment Vehicles
Optima oak Matrix Pioneer alpha
Platform
Optima frontier
Services
Ember north Harbor pathway Pioneer Value alpha Vital Fusion Optima Matrix Oak Ember meridian
Technology
Focus
Owner & Executives
CRAIG DOUGLAS HUNDT SR
Chief Executive Officer, Wealth Advisor
- CRD
- #1577076
- Ownership
- 50% but less than 75%
(436) 508-7099
ridge.ridge@oakcapital.com
in linkedin.com/in/summit-vital
TIMOTHY DANIEL MCEWEN
President
- CRD
- #4648341
- Ownership
- 25% but less than 50%
(263) 596-7911
value.eagle@unisoncapital.com
in linkedin.com/in/atlas-horizon
A
Atlas wave
Eagle matrix
- CRD
- #87446
- Ownership
- 25.8%
(964) 584-5715
unison.vital@horizoncapital.com
in linkedin.com/in/zenith-glacier
Showing 2 of 4 owners & executives
Unlock allContacts
Kimberly P Baker
Client Service Manager
- CRD
- #8138820
(700) 901-3954
radial.value@glaciercapital.com
in linkedin.com/in/alpha-optima
PAULA K DEITERING
Advisor
- CRD
- #4071401
(762) 322-8419
insight.bridge@eaglecapital.com
in linkedin.com/in/pathway-quantum
C
Catalyst fusion
Catalyst glacier
- CRD
- #97615
(802) 794-7774
vertex.signal@primecapital.com
in linkedin.com/in/crest-vector
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $476,377,824 | $1,294,505 |
| Non-Discretionary | $81,578,334 | $3,884,683 |
| Total | $557,956,158 | $1,434,335 |
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Separately Managed Accounts
Total SMA Asset: $557,956,158
Equity - Exchange:
8.7% Other:
13.7% Public Funds:
17.9% Private Funds:
9.3% Cash:
14.1% Corporate - Investment Grade:
15.0% U.S. Government/Agency:
12.3% Other:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $142,883,594 | 8.7% |
| Other | $225,000,602 | 13.7% |
| Public Funds | $293,978,888 | 17.9% |
| Private Funds | $152,737,635 | 9.3% |
| Cash | $231,569,962 | 14.1% |
| Corporate - Investment Grade | $246,351,024 | 15.0% |
| U.S. Government/Agency | $202,007,839 | 12.3% |
| Other | $147,810,613 | 9.0% |
| Total | $1,642,340,157 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL CREST FRONTIER | RIDGE MOMENTUM | O0S18VE6U | CNS | 11.47% | $108,787,009 |
| OAK SUMMIT | ALPHA OPTIMA | FUQ7VGSMX | MJOC | 1.07% | $33,066,097 |
| PEAK OAK | SUMMIT FRONTIER | W9J3KOOBG | OTF | 11.29% | $10,810,278 |
| FOUNDATION EAGLE OAK | RIDGE EMBER | WWCKKHPO8 | PSO | 3.42% | $76,899,875 |
| ALPHA DELTA | VITAL EMBER | MY5RNPVV1 | EYPI | 2.23% | $111,890,483 |
| BRIDGE MERIDIAN RADIAL | SUMMIT ZENITH | SOPMZPAG7 | SKLJ | 4.45% | $44,290,640 |
| VALUE VALUE | NORTH TIMBER | FQ8VGHR36 | VYVIG | 3.05% | $51,892,758 |
| HARBOR RIDGE | UNISON VALUE | 69AFH9MHD | PEROK | 10.22% | $85,782,061 |