AMERITAS INVESTMENT COMPANY, LLC
Legal name: AMERITAS ADVISORY SERVICES
CRD #14869 SEC #801- LINCOLN, NE 800-335-9858
SEC Registered Broker-Dealer Disclosures
Total AUM
$7.8B
Discretionary
$3.1B
Employees
611
Clients
--
Accounts
27,982
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2021 | $7.8B | $3.1B | $4.6B | 611 | 750 |
| Sep 2021 | $7.8B | $3.1B | $4.6B | 611 | 750 |
| Aug 2021 | $7.8B | $3.1B | $4.6B | 611 | 750 |
| Apr 2021 | $7.8B | $3.1B | $4.6B | 611 | 750 |
| Mar 2021 | $7.8B | $3.1B | $4.6B | 611 | 750 |
| Mar 2021 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Mar 2021 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Dec 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Nov 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Oct 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Aug 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Aug 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Aug 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Aug 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Jun 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Jun 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| May 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Mar 2020 | $9.3B | $2.1B | $7.2B | 604 | 954 |
| Feb 2020 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Feb 2020 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Jan 2020 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Jan 2020 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Jan 2020 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Dec 2019 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Sep 2019 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Aug 2019 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| May 2019 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Mar 2019 | $5.2B | $1.1B | $4.1B | 626 | 700 |
| Jan 2019 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Dec 2018 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Dec 2018 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Oct 2018 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Aug 2018 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Jul 2018 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Mar 2018 | $4.3B | $382M | $3.9B | 675 | 4,200 |
| Dec 2017 | $2.9B | $276.8M | $2.6B | 683 | 5,200 |
| Mar 2017 | $3.1B | $210.6M | $2.9B | 681 | 12,000 |
| Nov 2016 | $2.3B | $115.9M | $2.2B | 758 | 9,000 |
| Mar 2016 | $2.3B | $115.9M | $2.2B | 758 | 9,000 |
| Nov 2015 | $3B | $538.5M | $2.4B | 797 | 9,800 |
| Oct 2015 | $3B | $538.5M | $2.4B | 797 | 9,800 |
| Apr 2015 | $3B | $538.5M | $2.4B | 797 | 9,800 |
| Mar 2015 | $3B | $538.5M | $2.4B | 797 | 9,800 |
| Oct 2014 | $2.9B | $478.7M | $2.4B | 793 | 9,800 |
| Jun 2014 | $2.9B | $478.7M | $2.4B | 793 | 9,800 |
| May 2014 | $2.9B | $478.7M | $2.4B | 793 | 9,800 |
| Mar 2014 | $2.9B | $478.7M | $2.4B | 793 | 9,800 |
| Nov 2013 | $2.3B | $283.2M | $2B | 770 | 8,500 |
| Sep 2013 | $2.3B | $283.2M | $2B | 770 | 8,500 |
| Mar 2013 | $2.3B | $283.2M | $2B | 770 | 8,500 |
| Sep 2012 | $1.9B | $272.3M | $1.6B | 501 | 8,300 |
| Jul 2012 | $1.9B | $272.3M | $1.6B | 501 | 8,300 |
| May 2012 | $1.9B | $272.3M | $1.6B | 501 | 8,300 |
| Mar 2012 | $1.9B | $272.3M | $1.6B | 501 | 8,300 |
| Apr 2011 | $1.6B | $233.7M | $1.3B | 501 | -- |
| Mar 2011 | $1.6B | $233.7M | $1.3B | 501 | -- |
| Jun 2010 | $1.6B | $24.5M | $1.5B | 501 | -- |
| Mar 2009 | $1.1B | $16M | $1.1B | 501 | -- |
| Mar 2008 | $1.3B | $16.8M | $1.3B | 501 | -- |
| Sep 2007 | $1.1B | $13.1M | $1.1B | 501 | -- |
| Mar 2007 | $1.1B | $13.1M | $1.1B | 501 | -- |
| Jan 2007 | $1.5B | $614.3M | $891.3M | 251 | -- |
| Dec 2006 | $1.5B | $614.3M | $891.3M | 251 | -- |
| Mar 2006 | $1.3B | $585.6M | $700.7M | 251 | -- |
| Jan 2006 | $1.3B | $585.6M | $700.7M | 251 | -- |
| Sep 2005 | $1.3B | $585.6M | $700.7M | 251 | -- |
| Jan 2005 | $707.1M | $625.4M | $81.6M | 51 | -- |
| Aug 2004 | $707.1M | $625.4M | $81.6M | 51 | -- |
| Apr 2004 | $707.1M | $625.4M | $81.6M | 51 | -- |
| Apr 2004 | $707.1M | $625.4M | $81.6M | 51 | -- |
| Mar 2004 | $707.1M | $625.4M | $81.6M | 51 | -- |
| Dec 2003 | $552.2M | $552.2M | $0 | -- | -- |
| Mar 2002 | $828.7M | $828.7M | $0 | -- | -- |
| Oct 2001 | $63.4M | $0 | $63.4M | -- | -- |
DateOct 2021
Total AUM$7.8B
Discretionary$3.1B
Non-Disc.$4.6B
Employees611
Clients750
DateSep 2021
Total AUM$7.8B
Discretionary$3.1B
Non-Disc.$4.6B
Employees611
Clients750
DateAug 2021
Total AUM$7.8B
Discretionary$3.1B
Non-Disc.$4.6B
Employees611
Clients750
DateApr 2021
Total AUM$7.8B
Discretionary$3.1B
Non-Disc.$4.6B
Employees611
Clients750
DateMar 2021
Total AUM$7.8B
Discretionary$3.1B
Non-Disc.$4.6B
Employees611
Clients750
DateMar 2021
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateMar 2021
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateDec 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateNov 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateOct 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateAug 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateAug 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateAug 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateAug 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateJun 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateJun 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateMay 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateMar 2020
Total AUM$9.3B
Discretionary$2.1B
Non-Disc.$7.2B
Employees604
Clients954
DateFeb 2020
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateFeb 2020
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateJan 2020
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateJan 2020
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateJan 2020
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateDec 2019
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateSep 2019
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateAug 2019
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateMay 2019
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateMar 2019
Total AUM$5.2B
Discretionary$1.1B
Non-Disc.$4.1B
Employees626
Clients700
DateJan 2019
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateDec 2018
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateDec 2018
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateOct 2018
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateAug 2018
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateJul 2018
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateMar 2018
Total AUM$4.3B
Discretionary$382M
Non-Disc.$3.9B
Employees675
Clients4,200
DateDec 2017
Total AUM$2.9B
Discretionary$276.8M
Non-Disc.$2.6B
Employees683
Clients5,200
DateMar 2017
Total AUM$3.1B
Discretionary$210.6M
Non-Disc.$2.9B
Employees681
Clients12,000
DateNov 2016
Total AUM$2.3B
Discretionary$115.9M
Non-Disc.$2.2B
Employees758
Clients9,000
DateMar 2016
Total AUM$2.3B
Discretionary$115.9M
Non-Disc.$2.2B
Employees758
Clients9,000
DateNov 2015
Total AUM$3B
Discretionary$538.5M
Non-Disc.$2.4B
Employees797
Clients9,800
DateOct 2015
Total AUM$3B
Discretionary$538.5M
Non-Disc.$2.4B
Employees797
Clients9,800
DateApr 2015
Total AUM$3B
Discretionary$538.5M
Non-Disc.$2.4B
Employees797
Clients9,800
DateMar 2015
Total AUM$3B
Discretionary$538.5M
Non-Disc.$2.4B
Employees797
Clients9,800
DateOct 2014
Total AUM$2.9B
Discretionary$478.7M
Non-Disc.$2.4B
Employees793
Clients9,800
DateJun 2014
Total AUM$2.9B
Discretionary$478.7M
Non-Disc.$2.4B
Employees793
Clients9,800
DateMay 2014
Total AUM$2.9B
Discretionary$478.7M
Non-Disc.$2.4B
Employees793
Clients9,800
DateMar 2014
Total AUM$2.9B
Discretionary$478.7M
Non-Disc.$2.4B
Employees793
Clients9,800
DateNov 2013
Total AUM$2.3B
Discretionary$283.2M
Non-Disc.$2B
Employees770
Clients8,500
DateSep 2013
Total AUM$2.3B
Discretionary$283.2M
Non-Disc.$2B
Employees770
Clients8,500
DateMar 2013
Total AUM$2.3B
Discretionary$283.2M
Non-Disc.$2B
Employees770
Clients8,500
DateSep 2012
Total AUM$1.9B
Discretionary$272.3M
Non-Disc.$1.6B
Employees501
Clients8,300
DateJul 2012
Total AUM$1.9B
Discretionary$272.3M
Non-Disc.$1.6B
Employees501
Clients8,300
DateMay 2012
Total AUM$1.9B
Discretionary$272.3M
Non-Disc.$1.6B
Employees501
Clients8,300
DateMar 2012
Total AUM$1.9B
Discretionary$272.3M
Non-Disc.$1.6B
Employees501
Clients8,300
DateApr 2011
Total AUM$1.6B
Discretionary$233.7M
Non-Disc.$1.3B
Employees501
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$233.7M
Non-Disc.$1.3B
Employees501
Clients--
DateJun 2010
Total AUM$1.6B
Discretionary$24.5M
Non-Disc.$1.5B
Employees501
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$16M
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2008
Total AUM$1.3B
Discretionary$16.8M
Non-Disc.$1.3B
Employees501
Clients--
DateSep 2007
Total AUM$1.1B
Discretionary$13.1M
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$13.1M
Non-Disc.$1.1B
Employees501
Clients--
DateJan 2007
Total AUM$1.5B
Discretionary$614.3M
Non-Disc.$891.3M
Employees251
Clients--
DateDec 2006
Total AUM$1.5B
Discretionary$614.3M
Non-Disc.$891.3M
Employees251
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$585.6M
Non-Disc.$700.7M
Employees251
Clients--
DateJan 2006
Total AUM$1.3B
Discretionary$585.6M
Non-Disc.$700.7M
Employees251
Clients--
DateSep 2005
Total AUM$1.3B
Discretionary$585.6M
Non-Disc.$700.7M
Employees251
Clients--
DateJan 2005
Total AUM$707.1M
Discretionary$625.4M
Non-Disc.$81.6M
Employees51
Clients--
DateAug 2004
Total AUM$707.1M
Discretionary$625.4M
Non-Disc.$81.6M
Employees51
Clients--
DateApr 2004
Total AUM$707.1M
Discretionary$625.4M
Non-Disc.$81.6M
Employees51
Clients--
DateApr 2004
Total AUM$707.1M
Discretionary$625.4M
Non-Disc.$81.6M
Employees51
Clients--
DateMar 2004
Total AUM$707.1M
Discretionary$625.4M
Non-Disc.$81.6M
Employees51
Clients--
DateDec 2003
Total AUM$552.2M
Discretionary$552.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$828.7M
Discretionary$828.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$63.4M
Discretionary$0
Non-Disc.$63.4M
Employees--
Clients--