Mutual Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 167658
· SEC file 801-78089
· Omaha, NE
· www.sullivanwmg.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $8.5B
- Discretionary
- $8.4B
- Clients
- 9,473
- Avg AUM / client
- $902K
- Accounts
- 26,800
- Employees
- 208
AUM over time
$131M
$8.5B
May 2013
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7,101 | $2.0B | 23.8% |
| High net worth individuals | 2,189 | $6.0B | 70.7% |
| Pension and profit sharing plans | 105 | $226M | 2.64% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $44.9M | 0.53% |
| Corporations and other businesses | 78 | $207M | 2.43% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Emergency Physicians Professional Association Profit Sharing 401(k) Plan Emergency Physicians Professional Association | 2024 | |
| American Vision Windows Retirement Plan American Vision Windows, Inc. | 2024 | |
| Wpmg 401(k) Retirement Savings Plan Washington Permanente Medical Group, P.C. | 2024 | |
| Western Nevada Supply Company 401(k) Plan Western Nevada Supply Co. | 2024 | |
| Wayne Enterprises, Inc. 401(k) Retirement Savings Plan Wayne Enterprises, Inc. | 2024 | |
| Radiology Partners, Inc. Associate Plan Radiology Partners Inc | 2024 | |
| Radiology Partners, Inc. Partner Plan Radiology Partners, Inc. | 2024 | |
| Ludlum Measurements, Inc. 401(k) Plan Ludlum Measurements, Inc. | 2024 |
People (156)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mitchell Craig Voss | Chairman | Apr 2013 (13y) | 75% or more of The Voss Wyoming Trust (indirect) | |
| Ryan Stephen Sabol | Managing Principal | Apr 2013 (13y) | ≈ 10.55% – 50% via Sabol Single Family Private Trust Company, Llc | |
| Nicholas Arthur Damiani | Owner | Jun 2013 (13y) | Less than 5% | |
| Aaron T Jasper | Owner | Apr 2015 (11y) | ≈ 10.55% – 50% via Jasper Single Family Private Trust Company Llc | |
| Dawn Marie Claussen | Chief Operating Officer & Chief Compliance Officer | May 2016 (10y) | Less than 5% | |
| Charles Adam Kelsey | Vp, Service And Operations | Feb 2019 (8y) | Less than 5% | |
| Christopher Henri Kiely | Registered representative | Jul 2013 (13y) | ||
| Eric Martin Campbell | Registered representative | Jul 2013 (13y) | ||
| James Craig Coleman | Registered representative | Jul 2013 (13y) | ||
| Mark Nanamura | Registered representative | Jul 2013 (13y) | ||
| Randal Roy Carson | Registered representative | Jul 2013 (13y) | ||
| Andrew Lawrence Zinn | Registered representative | Jul 2013 (13y) | ||
| Richard Benjamin Levin | Registered representative | Jul 2013 (13y) | ||
| Eddie Benjamin Rivera | Registered representative | Mar 2015 (11y) | ||
| Patricia T Flores | Registered representative | Mar 2015 (11y) | ||
| Bradley Scott Sullivan | Registered representative | CFP | Mar 2016 (10y) | |
| Edward Joseph Bunting | Registered representative | Mar 2016 (10y) | ||
| Julia Ramona Shiles | Registered representative | Mar 2016 (10y) | ||
| David Codd Boydell | Registered representative | CFP | Aug 2016 (10y) | |
| Gerard Paul Mlinar | Registered representative | Jan 2017 (10y) | ||
| Clayton Monroe Holcomb | Registered representative | Chartered Financial Consultant | Jan 2017 (10y) | |
| Sasiwipa Nakdee | Registered representative | Jan 2017 (10y) | ||
| Brian James Hays | Registered representative | Aug 2017 (9y) | ||
| Jeremy Andrew Dodd | Registered representative | CFP | Oct 2017 (9y) | |
| John T Mcpherson | Registered representative | CFP | Oct 2017 (9y) | |
| Lawrence Richard Stone | Registered representative | Nov 2017 (9y) | ||
| Steven A Down | Registered representative | Nov 2017 (9y) | ||
| Scott David Biermann | Registered representative | Nov 2017 (9y) | ||
| Renee Duba | Registered representative | CFP | Dec 2017 (9y) | |
| Alexander James Cross | Registered representative | Jan 2018 (9y) | ||
| Robert Lomax Dobbs | Registered representative | Jan 2018 (9y) | ||
| David Reilly Henderson | Registered representative | Jan 2018 (9y) | ||
| Dennis Gerard Hennessy | Registered representative | Mar 2018 (8y) | ||
| Zahid Sadiq | Registered representative | Mar 2018 (8y) | ||
| Alan Dale Simms | Registered representative | Apr 2018 (8y) | ||
| David Alan Sentnor | Registered representative | CFP | Apr 2018 (8y) | |
| John Lewis Owen | Registered representative | CFP | Apr 2018 (8y) | |
| Alexander Douglas Whitehouse | Registered representative | CFP | Jun 2018 (8y) | |
| Thomas Elliot Weed | Registered representative | Jun 2018 (8y) | ||
| Brent David Johnson | Registered representative | CFP | Jun 2018 (8y) | |
| Jeffrey David Wright | Registered representative | Jun 2018 (8y) | ||
| William Patrick Greene | Registered representative | Jun 2018 (8y) | ||
| Elaine Rose Manley | Registered representative | CFP | Aug 2018 (8y) | |
| Flavio Pando | Registered representative | Aug 2018 (8y) | ||
| Linda Samuel Tjiputra | Registered representative | CFP | Aug 2018 (8y) | |
| Scott Edward Manley | Registered representative | Aug 2018 (8y) | ||
| Charles Russell Borquist | Registered representative | Oct 2018 (8y) | ||
| Mark Allen Garcia | Registered representative | Oct 2018 (8y) | ||
| Justin Michael Dering | Registered representative | CFP | Oct 2018 (8y) | |
| Damon Curtis Simpson | Registered representative | Jan 2019 (8y) | ||
| Stan Michael Dungca | Registered representative | Jan 2019 (8y) | ||
| Jason Andrew Totedo | Registered representative | CFA | Feb 2019 (7y) | |
| Andrew Meyers Krieger | Registered representative | Mar 2019 (7y) | ||
| Christopher Matthew Wise | Registered representative | CFP | Apr 2019 (7y) | |
| Miriam Ochoa Angel | Registered representative | Apr 2019 (7y) | ||
| Arcadia Berjonneau Keane | Registered representative | May 2019 (7y) | ||
| William Hamada Pettus | Registered representative | CFP | May 2019 (7y) | |
| Christian Raul Cordoba | Registered representative | CFP | May 2019 (7y) | |
| Hugh Nickolas Hendrix | Registered representative | CFP | May 2019 (7y) | |
| Mason Thomas Sheehy | Registered representative | Jun 2019 (7y) | ||
| Matthew James Donnelly | Registered representative | Jun 2019 (7y) | ||
| Michael James Follese | Registered representative | Jun 2019 (7y) | ||
| Jeffrey Adler | Registered representative | Jul 2019 (7y) | ||
| Brian James Kearns | Registered representative | CFP | Sep 2019 (7y) | |
| Jonathan Mark Fairbanks | Registered representative | Oct 2019 (7y) | ||
| Ethan L Greek | Registered representative | Oct 2019 (7y) | ||
| Ronald Victor Panichelle | Registered representative | Chartered Financial Consultant | Oct 2019 (7y) | |
| Daniel R Dunlap | Registered representative | Nov 2019 (7y) | ||
| Evan Crook Barrett | Registered representative | CFP Chartered Financial Consultant | Jan 2020 (7y) | |
| Rebecca L Haugh | Registered representative | CFP | Jan 2020 (7y) | |
| Kris Al Kienzle | Registered representative | Feb 2020 (6y) | ||
| Gregory Scott Schreacke | Registered representative | Mar 2020 (6y) | ||
| Anthony J Fratello | Registered representative | Mar 2020 (6y) | ||
| Michael James Giongo | Registered representative | Mar 2020 (6y) | ||
| Matthew Patrick Pascarella | Registered representative | Apr 2020 (6y) | ||
| Christopher Scott Sewell | Registered representative | May 2020 (6y) | ||
| Christopher J Barber | Registered representative | Jun 2020 (6y) | ||
| Hamid Michael Omid | Registered representative | CFP Chartered Financial Consultant | Aug 2020 (6y) | |
| Joseph Benjamin Thaman | Registered representative | Sep 2020 (6y) | ||
| Patrick Henry Nanamura | Registered representative | Nov 2020 (6y) | ||
| Marc Petro Willden | Registered representative | Nov 2020 (6y) | ||
| Jared F. Thompson | Registered representative | Dec 2020 (6y) | ||
| Richard Michael Collop | Registered representative | CFP | Mar 2021 (5y) | |
| Chad Michael Opel | Registered representative | CFP | Mar 2021 (5y) | |
| Evan Lyle Johnson Mowen | Registered representative | CFP | Mar 2021 (5y) | |
| Michael Delafuente | Registered representative | Apr 2021 (5y) | ||
| Brian Anthony Bachelier | Registered representative | CFP | Jun 2021 (5y) | |
| James Christian King | Registered representative | CFP | Jun 2021 (5y) | |
| Troy A Domangue | Registered representative | Jun 2021 (5y) | ||
| Pedro Hero | Registered representative | CFP | Sep 2021 (5y) | |
| Ryan Louis Goosen | Registered representative | Nov 2021 (5y) | ||
| Charles Robert Aikins | Registered representative | Nov 2021 (5y) | ||
| Bradley John Laninga | Registered representative | Mar 2022 (4y) | ||
| Maili Renae Bergman | Registered representative | Mar 2022 (4y) | ||
| Christopher Allen Duke | Registered representative | CFP | Mar 2022 (4y) | |
| Richard William Lackey | Registered representative | CFP | Mar 2022 (4y) | |
| Trinidad John Guillen | Registered representative | May 2022 (4y) | ||
| Kenneth Alan Bock | Registered representative | CFP | Jun 2022 (4y) | |
| Ellen Kathia Shearin | Registered representative | Jun 2022 (4y) | ||
| Vivian Joyce Lopez | Registered representative | Jun 2022 (4y) | ||
| Stephanie Margo Bloomberg | Registered representative | Jul 2022 (4y) | ||
| Bruce Douglas Eckfeldt | Registered representative | CFP | Aug 2022 (4y) | |
| Warn Dee Willis | Registered representative | CFP | Aug 2022 (4y) | |
| Michael Scott Weisman | Registered representative | CFP | Sep 2022 (4y) | |
| Eyal (Nmn) Galinsky | Registered representative | Chartered Financial Consultant | Oct 2022 (4y) | |
| Nicole Quiroga Galinsky Carlon | Registered representative | CFP | Oct 2022 (4y) | |
| Mark Alexander Taylor | Registered representative | CFP | Nov 2022 (4y) | |
| Jeremy Mark Stalcup | Registered representative | Feb 2023 (3y) | ||
| Tucker Webber | Registered representative | Feb 2023 (3y) | ||
| Robert Reed Linderman | Registered representative | Feb 2023 (3y) | ||
| Richard Spencer Peterson | Registered representative | Mar 2023 (3y) | ||
| Christopher Ralph | Registered representative | Mar 2023 (3y) | ||
| Madison Lee Donovan | Registered representative | Apr 2023 (3y) | ||
| Lisa Oconnor | Registered representative | May 2023 (3y) | ||
| Robb Patton Parsons | Registered representative | CFA | May 2023 (3y) | |
| Susan Carol Agiert | Registered representative | May 2023 (3y) | ||
| Lucas Alan Jacobson | Registered representative | CFA | Aug 2023 (3y) | |
| Thomas Jason Knight | Registered representative | CFP | Aug 2023 (3y) | |
| William Gerow Christian | Registered representative | CFP | Aug 2023 (3y) | |
| Aleksandra Anna Gierszewska | Registered representative | Chartered Financial Consultant | Sep 2023 (3y) | |
| James K Hu | Registered representative | CFP | Sep 2023 (3y) | |
| Grant Knowlton Dobbs | Registered representative | Oct 2023 (3y) | ||
| Zachary Michael Grusell | Registered representative | Jan 2024 (3y) | ||
| Kenneth John Peterson | Registered representative | CFP | Feb 2024 (2y) | |
| Casey Scott Hayden | Registered representative | May 2024 (2y) | ||
| Curtis Van Slothower | Registered representative | Sep 2024 (2y) | ||
| Jeffrey Robertson Martin | Registered representative | Sep 2024 (2y) | ||
| Eric Lee Linville | Registered representative | Sep 2024 (2y) | ||
| Zane Gabriel Zent | Registered representative | CFP | Oct 2024 (2y) | |
| David Raymond Rapp | Registered representative | Oct 2024 (2y) | ||
| Chris Michael Tremble | Registered representative | Nov 2024 (2y) | ||
| Michael B Nance | Registered representative | Dec 2024 (2y) | ||
| Ricky Ackerman | Registered representative | CFP | Jan 2025 (2y) | |
| James Bernard Scanlon | Registered representative | CFP | Feb 2025 (1y) | |
| Joseph Rocco Agresto | Registered representative | Apr 2025 (1y) | ||
| Archie Anderson Henderson | Registered representative | Jun 2025 (1y) | ||
| Bruce Robert Hosler | Registered representative | CFP | Jul 2025 (1y) | |
| Alexander Gibran Koury | Registered representative | CFP | Jul 2025 (1y) | |
| Jason Robert Hosler | Registered representative | Jul 2025 (1y) | ||
| Cameron Garrett Grandpre | Registered representative | Aug 2025 (1y) | ||
| Dustin Jay Zuck | Registered representative | Aug 2025 (1y) | ||
| Daniel Antonio Dominguez | Registered representative | Sep 2025 (1y) | ||
| Renee Smyth Lennon | Registered representative | Oct 2025 (1y) | ||
| Levi Glade Larsen | Registered representative | CFP | Dec 2025 (1y) | |
| Victoria Ann Wilk | Registered representative | Jan 2026 (1y) | ||
| Jesstine Olivia Kemper | Registered representative | CFP | Jan 2026 (1y) | |
| Thomas Taylor | Registered representative | Jan 2026 (1y) | ||
| Michael John Ryne | Registered representative | Jan 2026 (1y) | ||
| Richard Thomas Koch | Registered representative | Feb 2026 (0y) | ||
| Amy M Wallace | Registered representative | Feb 2026 (0y) | ||
| Alyssa Nicole Kinney | Registered representative | Mar 2026 (0y) | ||
| Danial Otto Green | Registered representative | Apr 2026 (0y) | ||
| Caleb Min Rude | Registered representative | Apr 2026 (0y) | ||
| David M Hawley | Registered representative | May 2026 (0y) | ||
| Joshua James Miller | Registered representative | May 2026 (0y) | ||
| Jefferson Yuhan Chan | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mutual Group, Inc. | Corporation | Oct 2023 | A | 75% or more |
| Sabol Single Family Private Trust Company, Llc | Trustee | Apr 2013 | B | ≈ 14.06% – 50% via The Sabol Wyoming Trust |
| Jasper Single Family Private Trust Company Llc | Trustee | Mar 2016 | B | ≈ 14.06% – 50% via The Jasper Wyoming Trust |
| The Jasper Wyoming Trust | Member | Oct 2023 | B | ≈ 18.75% – 50% via Mutual Group, Inc. |
| The Sabol Wyoming Trust | Member | Oct 2023 | B | ≈ 18.75% – 50% via Mutual Group, Inc. |
| The Voss Wyoming Trust | Member | Oct 2023 | B | GP / trustee / elected manager of Mutual Group, Inc. (indirect) |
| Voss Investments, Llc | Member | Oct 2023 | B | GP / trustee / elected manager of Mutual Group, Inc. (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ryan Stephen Sabol: 75% – 100% of Sabol Single Family Private Trust Company, Llc × 75% – 100% of The Sabol Wyoming Trust × 25% – 50% of Mutual Group, Inc. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Aaron T Jasper: 75% – 100% of Jasper Single Family Private Trust Company Llc × 75% – 100% of The Jasper Wyoming Trust × 25% – 50% of Mutual Group, Inc. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Sabol Single Family Private Trust Company, Llc: 75% – 100% of The Sabol Wyoming Trust × 25% – 50% of Mutual Group, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Jasper Single Family Private Trust Company Llc: 75% – 100% of The Jasper Wyoming Trust × 25% – 50% of Mutual Group, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- The Jasper Wyoming Trust: 25% – 50% of Mutual Group, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Sabol Wyoming Trust: 25% – 50% of Mutual Group, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Emergency Physicians Professional Association Profit Sharing 401(k) Plan | Emergency Physicians Professional Association | 487 | $294M | 01/01/2024 |
| American Vision Windows Retirement Plan | American Vision Windows, Inc. | 174 | $4.9M | 01/01/2024 |
| Wpmg 401(k) Retirement Savings Plan | Washington Permanente Medical Group, P.C. | 1,654 | $1.5B | 01/01/2024 |
| Western Nevada Supply Company 401(k) Plan | Western Nevada Supply Co. | 389 | $40.7M | 01/01/2024 |
| Wayne Enterprises, Inc. 401(k) Retirement Savings Plan | Wayne Enterprises, Inc. | 158 | $6.0M | 01/01/2024 |
| Radiology Partners, Inc. Associate Plan | Radiology Partners Inc | 814 | $130M | 01/01/2024 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners, Inc. | 1,428 | $1.0B | 01/01/2024 |
| Ludlum Measurements, Inc. 401(k) Plan | Ludlum Measurements, Inc. | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.93 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $4.7B (55% of AUM) Jun 2026
- Charles Schwab & Co. $3.3B (38% of AUM) Jun 2026
- National Financial Services (Fidelity) $83.7M (11% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗