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BOSTON OMAHA ASSET MANAGEMENT

OMAHA, NE · CRD 324144 · IAPD ↗ · bostonomahaam.com · 402-509-8456

$127.1MRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
February 2025 — BOSTON OMAHA ASSET MANAGEMENT (OMAHA, NE) left the SEC roster (was $127.1M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
52
April 2024 — BOSTON OMAHA ASSET MANAGEMENT grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.