OLDFATHER FINANCIAL SERVICES LLC
CRD #112505 SEC #801-79439 KEARNEY, NE 308-237-4571
SEC Registered
Total AUM
$459M
Discretionary
$445.5M
Employees
5
Clients
1
Accounts
1,125
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $459M | $445.5M | $13.5M | 5 | 3 |
| Mar 2025 | $459M | $445.5M | $13.5M | 5 | 3 |
| Feb 2025 | $459M | $445.5M | $13.5M | 5 | 3 |
| Feb 2024 | $391.7M | $370.6M | $21M | 3 | 2 |
| Nov 2023 | $345.6M | $331M | $14.5M | 3 | 0 |
| Mar 2023 | $345.6M | $331M | $14.5M | 3 | 0 |
| Feb 2023 | $345.6M | $331M | $14.5M | 3 | 0 |
| Mar 2022 | $334.6M | $323.6M | $11M | 3 | 0 |
| Jan 2022 | $289.2M | $269.5M | $19.7M | 2 | 0 |
| Jul 2021 | $289.2M | $269.5M | $19.7M | 2 | 0 |
| May 2021 | $289.2M | $269.5M | $19.7M | 2 | 0 |
| Jan 2021 | $289.2M | $269.5M | $19.7M | 2 | 0 |
| Jan 2021 | $289.2M | $269.5M | $19.7M | 2 | 0 |
| May 2020 | $214.2M | $199.5M | $14.6M | 2 | 0 |
| Feb 2020 | $242.1M | $227.2M | $14.8M | 2 | 0 |
| Mar 2019 | $196.2M | $188.6M | $7.7M | 2 | 0 |
| Jan 2018 | $189.4M | $184.4M | $5M | 2 | 3 |
| May 2017 | $159.8M | $155.4M | $4.4M | 2 | 200 |
| Mar 2017 | $152.8M | $147.9M | $4.9M | 2 | 200 |
| May 2016 | $133.9M | $131.9M | $2M | 2 | 200 |
| Feb 2016 | $124.6M | $123.6M | $999.7K | 2 | 200 |
| Apr 2015 | $135.7M | $135.7M | $0 | 2 | 100 |
| Apr 2015 | $135.7M | $135.7M | $0 | 2 | 100 |
| Feb 2015 | $135.4M | $135.4M | $0 | 1 | 100 |
| Feb 2015 | $135.4M | $135.4M | $0 | 1 | 100 |
| Jun 2014 | $120.2M | $120.2M | $0 | 1 | 100 |
| Mar 2014 | $118.9M | $118.9M | $0 | 1 | 100 |
| Jun 2012 | $63.3M | $63.3M | $0 | 1 | 100 |
| Jun 2012 | $62.6M | $62.6M | $0 | 1 | 100 |
| Jan 2012 | $61M | $61M | $0 | 1 | 115 |
| Jan 2012 | $61M | $61M | $0 | 1 | 115 |
| Mar 2011 | $53.2M | $53.2M | $0 | 5 | -- |
| Mar 2011 | $53.2M | $53.2M | $0 | 5 | -- |
| Jan 2010 | $44.1M | $44.1M | $0 | 5 | -- |
DateOct 2025
Total AUM$459M
Discretionary$445.5M
Non-Disc.$13.5M
Employees5
Clients3
DateMar 2025
Total AUM$459M
Discretionary$445.5M
Non-Disc.$13.5M
Employees5
Clients3
DateFeb 2025
Total AUM$459M
Discretionary$445.5M
Non-Disc.$13.5M
Employees5
Clients3
DateFeb 2024
Total AUM$391.7M
Discretionary$370.6M
Non-Disc.$21M
Employees3
Clients2
DateNov 2023
Total AUM$345.6M
Discretionary$331M
Non-Disc.$14.5M
Employees3
Clients0
DateMar 2023
Total AUM$345.6M
Discretionary$331M
Non-Disc.$14.5M
Employees3
Clients0
DateFeb 2023
Total AUM$345.6M
Discretionary$331M
Non-Disc.$14.5M
Employees3
Clients0
DateMar 2022
Total AUM$334.6M
Discretionary$323.6M
Non-Disc.$11M
Employees3
Clients0
DateJan 2022
Total AUM$289.2M
Discretionary$269.5M
Non-Disc.$19.7M
Employees2
Clients0
DateJul 2021
Total AUM$289.2M
Discretionary$269.5M
Non-Disc.$19.7M
Employees2
Clients0
DateMay 2021
Total AUM$289.2M
Discretionary$269.5M
Non-Disc.$19.7M
Employees2
Clients0
DateJan 2021
Total AUM$289.2M
Discretionary$269.5M
Non-Disc.$19.7M
Employees2
Clients0
DateJan 2021
Total AUM$289.2M
Discretionary$269.5M
Non-Disc.$19.7M
Employees2
Clients0
DateMay 2020
Total AUM$214.2M
Discretionary$199.5M
Non-Disc.$14.6M
Employees2
Clients0
DateFeb 2020
Total AUM$242.1M
Discretionary$227.2M
Non-Disc.$14.8M
Employees2
Clients0
DateMar 2019
Total AUM$196.2M
Discretionary$188.6M
Non-Disc.$7.7M
Employees2
Clients0
DateJan 2018
Total AUM$189.4M
Discretionary$184.4M
Non-Disc.$5M
Employees2
Clients3
DateMay 2017
Total AUM$159.8M
Discretionary$155.4M
Non-Disc.$4.4M
Employees2
Clients200
DateMar 2017
Total AUM$152.8M
Discretionary$147.9M
Non-Disc.$4.9M
Employees2
Clients200
DateMay 2016
Total AUM$133.9M
Discretionary$131.9M
Non-Disc.$2M
Employees2
Clients200
DateFeb 2016
Total AUM$124.6M
Discretionary$123.6M
Non-Disc.$999.7K
Employees2
Clients200
DateApr 2015
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees2
Clients100
DateApr 2015
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees2
Clients100
DateFeb 2015
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees1
Clients100
DateFeb 2015
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees1
Clients100
DateJun 2014
Total AUM$120.2M
Discretionary$120.2M
Non-Disc.$0
Employees1
Clients100
DateMar 2014
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees1
Clients100
DateJun 2012
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees1
Clients100
DateJun 2012
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees1
Clients100
DateJan 2012
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees1
Clients115
DateJan 2012
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees1
Clients115
DateMar 2011
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees5
Clients--