Mutual Of Omaha Investor Services, Inc.
$20.0M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$8.3M
$20.0M
2022
2024
Same-firm comparison: 2 firms that reported Mutual Of Omaha Investor Services, Inc. in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2022 is shown but partial — only FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Southbridge Advisors, Llc | $11.7M | $350M | 3.4% | 03/30/2025 |
| Beyond Wealth Management Group, Llc | $8.3M | $107M | 7.7% | 03/26/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.