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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AVIOR WEALTH MANAGEMENT, LLC

CRD 148674

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3510ae9d-989f-c672-bdd4-ebd044e740be

Data as of Apr 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 97
Dated events: 31
On other graphs: 0
Observed: Dec 1, 2011 to Apr 3, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $6.5BItem 5.F on the latest filing (2026-04-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.0B
Private client RAUM: $5.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 71
RAUM per advisor: $91.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 170
Advisory employees: 125
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 4,894
Individual clients: 2,487
High net worth clients: 2,288
SEC number: 801-69773
CIK: 1599868
CRD: 148674
Filings on the tape: 48
First filed: Dec 1, 2011
Latest filed: Apr 3, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 71

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KENT ERIC NELSON	n/a	OMAHA, NE	17	42	1	no
BURTON LEE VAN DENBURG	Certified Financial Planner	OMAHA, NE	17	25	1	no
BRITT EDWARD CAMPBELL	n/a	OMAHA, NE	15	26	2	no
RODNEY WAYNE GOBEN	n/a	OMAHA, NE	14	35	1	no
ANDREA PATRICIA MCMAHON	Chartered Financial Analyst	OMAHA, NE	12	33	2	no
JOHN WAYNE MCMANNAMA	n/a	OMAHA, NE	10	33	1	no
STEPHEN ROSMAN PATTERSON	n/a	OMAHA, NE	10	20	1	no
ANTHONY L CERONE	Certified Financial Planner	OMAHA, NE	10	25	2	no
STEPHEN LAURENCE ESCH	Certified Financial Planner	OMAHA, NE	9	16	n/a	no
DONALD WAYNE STANLEY	n/a	OMAHA, NE \| Jacksonville Beach, FL	9	18	4	no
CYNTHIA JEAN BOHRER	n/a	OMAHA, NE	7	45	1	no
STEVEN RICHARD RYHERD	n/a	OMAHA, NE \| La Vista, NE	7	18	1	no
WILLIAM EVANS SHAFROTH	Certified Financial Planner	OMAHA, NE	7	11	3	no
RYAN Scott ELKINS	Certified Financial Planner	OMAHA, NE \| San Antonio, TX	7	22	4	no
ROGER SCOTT SAWTELLE	Chartered Financial Consultant	OMAHA, NE \| San Antonio, TX	7	38	1	no
CHRISTOPHER NEIL TRUB	Certified Financial Planner	OMAHA, NE \| San Antonio, TX	7	19	3	no
JESSICA LEIGH STANLEY	n/a	OMAHA, NE \| Jacksonville Beach, FL	7	11	1	no
JOHN MELVILLE EATON	Certified Financial Planner	OMAHA, NE \| San Antonio, TX	6	31	4	no
JOSHUA SAMUEL HEIDEN	Certified Financial Planner	San Antonio, TX \| OMAHA, NE	6	13	2	no
SCOTT TIMOTHY CAVEY	Certified Financial Planner	OMAHA, NE	6	25	3	no
NATHAN ANDREW HUDSON	Certified Financial Planner	OMAHA, NE	5	10	n/a	no
JAY MICHAEL ERIC NELSON	Certified Financial Planner	OMAHA, NE	5	10	n/a	no
MICHAEL DENNIS PFLUEGER,JR.	n/a	OMAHA, NE	5	13	1	no
MARK EDWARD POGREBA	Certified Financial Planner	OMAHA, NE	5	35	4	no
NATHANAEL MICAH HAHM	Certified Financial Planner	OMAHA, NE	5	21	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AVIOR GROUP, LLC	Owner	E	yes	12/2024	Apr 3, 2026	Apr 3, 2026
CAMPBELL, BRITT, EDWARD	Ceo	Na	yes	01/2023	Apr 3, 2026	Apr 3, 2026
KANOY, BRANDON, MATTHEW	Cfo	Na	yes	12/2023	Apr 3, 2026	Apr 3, 2026
LEDUC, VERONICA, JEAN	CCO & GENERAL COUNSEL	Na	yes	03/2025	Apr 3, 2026	Apr 3, 2026
MEHRENS, KELLI, MARIE	Coo	Na	yes	09/2023	Apr 3, 2026	Apr 3, 2026
AVIOR AGGREGATOR, LLC	Owner	B	yes	06/2024	Jul 22, 2024	Oct 1, 2024
AVIOR HOLDINGS, LLC	Owner	D	yes	06/2024	Jul 22, 2024	Oct 1, 2024
CAVEY, SCOTT, TIMOTHY	PRESIDENT OF WEALTH	Na	yes	12/2023	Jul 22, 2020	Oct 1, 2024
CWC ARGO INVESTOR, LLC	Owner	C	yes	06/2024	Jul 22, 2024	Oct 1, 2024
CWC FUND GP, LLC	GENERAL PARTNER	F	yes	06/2024	Jul 22, 2024	Oct 1, 2024
CWC FUND, LP	LIMITED PARTNER	E	yes	06/2024	Jul 22, 2024	Oct 1, 2024
HAMILTON, ERIC, EDWARD	OWNER, CHIEF COMPLIANCE OFFICER,	Na	no	06/2024	Mar 3, 2021	Oct 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MORRIS MONROE	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
THE WOODLANDS	TX	United States	6	yes
Minnetonka	Mn	United States	4	no
Houston	TX	United States	4	no
Scottsdale	Az	United States	2	no
SANTA ROSA	CA	United States	2	no
Jacksonville	FL	United States	2	no
LA VISTA	Ne	United States	2	no
Columbus	Oh	United States	2	no
SAN ANTONIO	TX	United States	2	no
Bellevue	Wa	United States	2	no
Phoenix	Az	United States	1	no
Napa	CA	United States	1	no
Franklin	Tn	United States	1	no
Plano	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 3, 2026	$6.5B	$6.0B	170	125	13	n/a	n/a
2024	Apr 15, 2025	$5.1B	$4.7B	201	120	14	n/a	n/a
2023	Mar 8, 2024	$3.3B	$3.2B	204	97	11	n/a	n/a
2022	Mar 31, 2023	$2.4B	$2.3B	122	86	9	n/a	n/a
2021	Mar 28, 2022	$2.3B	$1.9B	43	43	6	n/a	n/a
2020	Mar 3, 2021	$1.7B	$1.3B	39	39	2	n/a	n/a
2019	Mar 30, 2020	$1.3B	$971M	20	20	2	n/a	n/a
2018	Mar 28, 2019	$858M	$580M	20	20	1	n/a	n/a
2017	Mar 29, 2018	$879M	$584M	13	13	1	n/a	n/a
2016	Mar 31, 2017	$469M	$466M	16	9	n/a	n/a	n/a
2015	Mar 23, 2016	$361M	$357M	13	8	n/a	n/a	n/a
2014	Mar 27, 2015	$252M	$247M	11	6	n/a	n/a	n/a
2013	Mar 27, 2014	$184M	$178M	9	5	n/a	n/a	n/a
2012	Mar 27, 2013	$138M	$134M	8	5	n/a	n/a	n/a
2011	Mar 19, 2012	$102M	$95.2M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
19	4	15	5.6%	2	4	0	31	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.5B	$5.1B	27.2%	$2.4B	38.7%	170	201	13	14

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SOLUTIONS GROUP	2	Jul 2, 2026	Jul 1, 2026	SCOTTSDALE, AZ	Team lift out	RIA to RIA	2.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PROTECTION POINT ADVISORS	8	Dec 31, 2025	Jun 22, 2026	ROSEVILLE, CA	Firm absorbed	RIA to RIA	66.7%
PROTECTION POINT ADVISORS	2	Dec 31, 2025	Feb 17, 2026	RIVERTON, UT	Team lift out	RIA to RIA	16.7%
AXIOM ADVISORY, LLC	2	Dec 31, 2024	Oct 17, 2025	SAN DIEGO, CA	Team lift out	RIA to RIA	100.0%
FULLEN FINANCIAL GROUP, INC.	3	May 7, 2024	May 31, 2024	COLUMBUS, OH	Firm absorbed	RIA to RIA	100.0%
STOWE FINANCIAL PLANNING, L.L.C.	2	Dec 31, 2023	Apr 12, 2023	PLANO, TX	Team lift out	RIA to RIA	100.0%
WOODLANDS ASSET MANAGEMENT INC	2	Oct 5, 2022	Oct 5, 2022	THE WOODLANDS, TX	Team lift out	RIA to RIA	100.0%
LIFESTAGE WEALTH MANAGEMENT LLC	2	Oct 26, 2021	Aug 18, 2025	MINNETONKA, MN	Team lift out	RIA to RIA	100.0%

Relationships

showing 80 of 97

Registered with (76)

← Ari SommerAdvisorregistration: current employment
Sep 9, 2026 to presentfactForm ADV
← Evan Harris FarrAdvisorregistration: current employment
Jun 22, 2026 to presentfactForm ADV
← Michael David BurbankAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← JOHN JOSEPH HECKAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← ALEK JOHN SOKOLOSKIAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← WILLIAM DAVID RICHARDSONAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← MICHAEL JOHN WELKERAdvisorregistration: current employment
Feb 17, 2026 to presentfactForm ADV
← STEPHANIE BRIANNA LINKENHELDAdvisorregistration: current employment
Feb 12, 2026 to presentfactForm ADV
← Christopher Joseph MeyerAdvisorregistration: current employment
Feb 12, 2026 to presentfactForm ADV
← DANIEL EVAN BAKERAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← Patrick SalimiAdvisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV
← STEPHEN MICHAEL HOLMESAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← MICHAEL CLARKAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← RICHARD LEE WATSONAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← MICHAEL JUDE CLARKEAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← Timothy David MollakAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← Nathan SalimiAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← MARK JON WYHLIDKOAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← Cheryl C BlakeyAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← KENT DOUGLAS KUHLMANNAdvisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← MICHAEL PAUL SKOLNICKAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← Madelyn PetersAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← BRUCE CAMERON KUEHLAdvisorregistration: current employment
Aug 18, 2025 to presentfactForm ADV
← DYLAN THOMAS GAVERAdvisorregistration: current employment
Jun 6, 2025 to presentfactForm ADV
← KYLE STEWART SPITZENBERGERAdvisorregistration: current employment
Nov 18, 2024 to presentfactForm ADV
← Sali ShamounAdvisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV
← David BurrittAdvisorregistration: current employment
Sep 3, 2024 to presentfactForm ADV
← Tristan Raymond KellyAdvisorregistration: current employment
Jul 17, 2024 to presentfactForm ADV
← CLINT STEPHEN FISHAdvisorregistration: current employment
Jul 8, 2024 to presentfactForm ADV
← Breanna Renee BeckAdvisorregistration: current employment
May 31, 2024 to presentfactForm ADV
and 46 more

Moved with (4)

→ ADVISORY SOLUTIONS GROUPRegistered adviser2 advisors, team lift out, same day
Jul 2, 2026 to Jul 1, 2026factForm ADV
← PROTECTION POINT ADVISORSRegistered adviser11 advisors, firm absorbed, same day
Dec 31, 2025 to Jun 22, 2026factForm ADV
← AXIOM ADVISORY, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2024 to Oct 17, 2025factForm ADV
← LIFESTAGE WEALTH MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Oct 26, 2021 to Aug 18, 2025factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 2, 2026
Team lift-out
2 advisors left Avior Wealth Management, LLC (Scottsdale, AZ) for Advisory Solutions Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 2, 2026
Advisor changed firm
Kurt Cretors left Avior Wealth Management, Llc for Advisory Solutions Group (registered 2026-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2026
Advisor changed firm
Tiffany Elaine Riedel left Avior Wealth Management, Llc for Advisory Solutions Group (registered 2026-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 2, 2026
Advisor changed firm
Sharlee Lorene Cretors left Avior Wealth Management, Llc for Advisory Solutions Group (registered 2026-07-01)
Form ADVobserved 4 days ago
Occurred
Jun 26, 2026
Advisor changed firm
Adam Cervantes left Avior Wealth Management, Llc for Ria Advisors (registered 2026-07-15)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2026
Advisor headcount changed
Avior Wealth Management, Llc reported 75 state-registered advisory representatives, up from 52 (2025-10-27 to 2026-03-24)
Form ADVobserved 4 days ago
23 IARS
Occurred
Mar 24, 2026
Regulatory AUM changed
Avior Wealth Management, Llc reported RAUM $6.5B, up 27% from $5.1B (2025-10-27 to 2026-03-24)
Form ADVobserved 4 days ago
$1.4B
Occurred
Dec 31, 2025
Team lift-out
2 advisors left Protection Point Advisors (Riverton, UT) for Avior Wealth Management, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Dec 31, 2025
Firm absorbed
Protection Point Advisors's advisors moved to Avior Wealth Management, LLC (Roseville, CA): 11 of 12 registered, on the same day
Form ADVobserved 4 days ago
11 advisors
Occurred
Sep 9, 2025
Advisor changed firm
Luke Alexander Humble left Avior Wealth Management, Llc for Lpl Financial Llc (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Jul 16, 2025
Advisor changed firm
Roddy Wayne Warren left Avior Wealth Management, Llc for Astra Wealth Management Group (registered 2025-06-19)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2025
Advisor changed firm
Justin Steven Seidenwand left Avior Wealth Management, Llc for Nationwide Securities, Llc (registered 2025-03-13)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2025
Regulatory AUM changed
Avior Wealth Management, Llc reported RAUM $5.1B, up 28% from $4.0B (2024-10-01 to 2025-02-04)
Form ADVobserved 4 days ago
$1.1B
Occurred
Dec 31, 2024
Team lift-out
2 advisors left Axiom Advisory, LLC (San Diego, CA) for Avior Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 23, 2024
Advisor departed, no destination yet
Adam Morman Carmel no longer registered at Avior Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 1, 2024
Control person joined
Timothy Scott Cavey (President Of Wealth) appeared on Schedule A of Avior Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Oct 1, 2024
Control person joined
Edward Britt Campbell (Ceo) appeared on Schedule A of Avior Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Oct 1, 2024
Control person joined
Marie Kelli Mehrens (Coo) appeared on Schedule A of Avior Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Oct 1, 2024
Control person joined
Matthew Brandon Kanoy (Cfo) appeared on Schedule A of Avior Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
May 7, 2024
Firm absorbed
Fullen Financial Group, Inc.'s advisors moved to Avior Wealth Management, LLC (Columbus, OH): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Mar 8, 2024
Regulatory AUM changed
Avior Wealth Management, Llc reported RAUM $3.3B, up 36% from $2.4B (2023-10-13 to 2024-03-08)
Form ADVobserved 4 days ago
$880M
Occurred
Mar 8, 2024
Control person joined
Matthew Brandon Kanoy (Owner / Cfo) appeared on Schedule A of Avior Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Dec 31, 2023
Team lift-out
2 advisors left Stowe Financial Planning, L.L.C. (Plano, TX) for Avior Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 5, 2022
Team lift-out
2 advisors left Woodlands Asset Management Inc (The Woodlands, TX) for Avior Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 25, 2022
Control person left
Eric Kent Nelson (Member) no longer on Schedule A of Avior Wealth Management, Llc (listed 2022-03-28, absent 2022-07-25)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Avior Wealth Management, Llc reported RAUM $2.3B, up 38% from $1.7B (2021-12-14 to 2022-03-28)
Form ADVobserved 4 days ago
$641M
Occurred
Mar 3, 2021
Regulatory AUM changed
Avior Wealth Management, Llc reported RAUM $1.7B, up 27% from $1.3B (2020-10-09 to 2021-03-03)
Form ADVobserved 4 days ago
$352M
Occurred
Mar 3, 2021
Control person left
Lee Burton Van Denburg (Member) no longer on Schedule A of Avior Wealth Management, Llc (listed 2020-10-09, absent 2021-03-03)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Avior Wealth Management, Llc reported RAUM $1.3B, up 54% from $858.5M (2019-05-20 to 2020-03-30)
Form ADVobserved 4 days ago
$463M

Show 2 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Christopher Joseph Meyer no longer holds an investment adviser registration (last listed at Avior Wealth Management, Llc on the 2026-09-16 feed)
Occurred
Mar 3, 2021
Avior Wealth Management, Llc reported 39 state-registered advisory representatives, up from 20 (2020-10-09 to 2021-03-03)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3510ae9d-989f-c672-bdd4-ebd044e740be
First observed: Dec 1, 2011
Last observed: Apr 3, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVIOR WEALTH MANAGEMENT, LLC

CRD 148674

OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3510ae9d-989f-c672-bdd4-ebd044e740be

Data as of Apr 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KENT ERIC NELSON

n/a

OMAHA, NE

BURTON LEE VAN DENBURG

Certified Financial Planner

OMAHA, NE

BRITT EDWARD CAMPBELL

n/a

OMAHA, NE

RODNEY WAYNE GOBEN

n/a

OMAHA, NE

ANDREA PATRICIA MCMAHON

Chartered Financial Analyst

OMAHA, NE

JOHN WAYNE MCMANNAMA

n/a

OMAHA, NE

STEPHEN ROSMAN PATTERSON

n/a

OMAHA, NE

ANTHONY L CERONE

Certified Financial Planner

OMAHA, NE

STEPHEN LAURENCE ESCH

Certified Financial Planner

OMAHA, NE

n/a

DONALD WAYNE STANLEY

n/a

OMAHA, NE | Jacksonville Beach, FL

CYNTHIA JEAN BOHRER

n/a

OMAHA, NE

STEVEN RICHARD RYHERD

n/a

OMAHA, NE | La Vista, NE

WILLIAM EVANS SHAFROTH

Certified Financial Planner

OMAHA, NE

RYAN Scott ELKINS

Certified Financial Planner

OMAHA, NE | San Antonio, TX

ROGER SCOTT SAWTELLE

Chartered Financial Consultant

OMAHA, NE | San Antonio, TX

CHRISTOPHER NEIL TRUB

Certified Financial Planner

OMAHA, NE | San Antonio, TX

JESSICA LEIGH STANLEY

n/a

OMAHA, NE | Jacksonville Beach, FL

JOHN MELVILLE EATON

Certified Financial Planner

OMAHA, NE | San Antonio, TX

JOSHUA SAMUEL HEIDEN

Certified Financial Planner

San Antonio, TX | OMAHA, NE

SCOTT TIMOTHY CAVEY

Certified Financial Planner

OMAHA, NE

NATHAN ANDREW HUDSON

Certified Financial Planner

OMAHA, NE

n/a

JAY MICHAEL ERIC NELSON

Certified Financial Planner

OMAHA, NE

n/a

MICHAEL DENNIS PFLUEGER,JR.

n/a

OMAHA, NE

MARK EDWARD POGREBA

Certified Financial Planner

OMAHA, NE

NATHANAEL MICAH HAHM

Certified Financial Planner

OMAHA, NE

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AVIOR GROUP, LLC

Owner

yes

12/2024

Apr 3, 2026

CAMPBELL, BRITT, EDWARD

Ceo

yes

01/2023

Apr 3, 2026

KANOY, BRANDON, MATTHEW

Cfo

yes

12/2023

Apr 3, 2026

LEDUC, VERONICA, JEAN

CCO & GENERAL COUNSEL

yes

03/2025

Apr 3, 2026

MEHRENS, KELLI, MARIE

Coo

yes

09/2023

Apr 3, 2026

AVIOR AGGREGATOR, LLC

Owner

yes

06/2024

Jul 22, 2024

Oct 1, 2024

AVIOR HOLDINGS, LLC

Owner

yes

06/2024

Jul 22, 2024

Oct 1, 2024

CAVEY, SCOTT, TIMOTHY

PRESIDENT OF WEALTH

yes

12/2023

Jul 22, 2020

Oct 1, 2024

CWC ARGO INVESTOR, LLC

Owner

yes

06/2024

Jul 22, 2024

Oct 1, 2024

CWC FUND GP, LLC

GENERAL PARTNER

yes

06/2024

Jul 22, 2024

Oct 1, 2024

CWC FUND, LP

LIMITED PARTNER

yes

06/2024

Jul 22, 2024

Oct 1, 2024

HAMILTON, ERIC, EDWARD

OWNER, CHIEF COMPLIANCE OFFICER,

06/2024

Mar 3, 2021

Oct 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MORRIS MONROE

n/a

City

State

Country

Employees

Also broker-dealer

THE WOODLANDS

United States

yes

Minnetonka

United States

Houston

United States

Scottsdale

United States

SANTA ROSA

United States

Jacksonville

United States

LA VISTA

United States

Columbus

United States

SAN ANTONIO

United States

Bellevue

United States

Phoenix

United States

Napa

United States

Franklin

United States

Plano

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 3, 2026

$6.5B

$6.0B

170

125

n/a

2024

Apr 15, 2025

$5.1B

$4.7B

201

120

n/a

2023

Mar 8, 2024

$3.3B

$3.2B

204

n/a

2022

Mar 31, 2023

$2.4B

$2.3B

122

n/a

2021

Mar 28, 2022

$2.3B

$1.9B

n/a

2020

Mar 3, 2021

$1.7B

$1.3B

n/a

2019

Mar 30, 2020

$1.3B

$971M

n/a

2018

Mar 28, 2019

$858M

$580M

n/a

2017

Mar 29, 2018

$879M

$584M

n/a

2016

Mar 31, 2017

$469M

$466M

n/a

2015

Mar 23, 2016

$361M

$357M

n/a

2014

Mar 27, 2015

$252M

$247M

n/a

2013

Mar 27, 2014

$184M

$178M

n/a

2012

Mar 27, 2013

$138M

$134M

n/a

2011

Mar 19, 2012

$102M

$95.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

5.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.5B

$5.1B

27.2%

$2.4B

38.7%

170

201

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SOLUTIONS GROUP

Jul 2, 2026

Jul 1, 2026

SCOTTSDALE, AZ

Team lift out

RIA to RIA

2.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PROTECTION POINT ADVISORS

Dec 31, 2025

Jun 22, 2026

ROSEVILLE, CA

Firm absorbed

RIA to RIA

66.7%

PROTECTION POINT ADVISORS

Dec 31, 2025

Feb 17, 2026

RIVERTON, UT

Team lift out

RIA to RIA

16.7%

AXIOM ADVISORY, LLC

Dec 31, 2024

Oct 17, 2025

SAN DIEGO, CA

Team lift out

RIA to RIA

100.0%

FULLEN FINANCIAL GROUP, INC.

May 7, 2024

May 31, 2024

COLUMBUS, OH

Firm absorbed

RIA to RIA

100.0%

STOWE FINANCIAL PLANNING, L.L.C.

Dec 31, 2023

Apr 12, 2023

PLANO, TX

Team lift out

RIA to RIA

100.0%

WOODLANDS ASSET MANAGEMENT INC

Oct 5, 2022

THE WOODLANDS, TX

Team lift out

RIA to RIA

100.0%

LIFESTAGE WEALTH MANAGEMENT LLC

Oct 26, 2021

Aug 18, 2025

MINNETONKA, MN

Team lift out

RIA to RIA

100.0%