{
  "crd_number": 334799,
  "slug": "agman-capital-omaha-ne-334799",
  "primary_business_name": "AGMAN CAPITAL",
  "legal_name": "AGMAN CAPITAL LLC",
  "dbas": [],
  "city": "Omaha",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-21",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-31",
  "carried_forward": false,
  "raum_total": 140197963.0,
  "raum_discretionary": 140197963.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 133397132.0,
      "count": 1,
      "description": "FAMILY OFFICE"
    },
    "high_net_worth_individuals": {
      "raum": 6800831.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NE"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334799",
  "city_as_filed": "OMAHA",
  "url": "https://advisorcensus.com/firm/agman-capital-omaha-ne-334799",
  "display_name": "Agman Capital",
  "summary": "Agman Capital is an SEC-registered investment advisory firm in Omaha, NE, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 31, 2026.",
  "citation": "AdvisorCensus. Agman Capital (CRD 334799): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Agman Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Agman Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Agman Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated January 31, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Agman Capital located?",
      "a": "Agman Capital's principal office is in Omaha, NE, according to its Form ADV."
    },
    {
      "q": "Is Agman Capital registered with the SEC or a state?",
      "a": "Agman Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334799."
    },
    {
      "q": "How much does Agman Capital manage?",
      "a": "Agman Capital reports $140,197,963 in regulatory assets under management in its Form ADV filing dated January 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Agman Capital's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Agman Capital: Regulatory assets under management: $108,518,899 in the October 2025 data and $140,197,963 in the October 2026 data, up 29%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Agman Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1); other (1)."
    },
    {
      "q": "Which custodians does Agman Capital use?",
      "a": "Agman Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Agman Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334799"
    },
    {
      "q": "Does Agman Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 31, 2026 says: \"As a general rule, we require a minimum account size of $1,000,000.\""
    },
    {
      "q": "What changed in Agman Capital's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $108,518,899 to $140,197,963 (+29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 108518899.0,
      "total_employees": 3,
      "filing_date": "2025-05-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 140197963.0,
      "total_employees": 3,
      "filing_date": "2026-01-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $108,518,899 to $140,197,963 (+29%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "We charge an annual fee of 1.00% on the account value as of the start of each quarter. Our fees are charged quarterly, in advance."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "As a general rule, we require a minimum account size of $1,000,000."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We charge an annual fee of 1.00% on the account value as of the start of each quarter. Our fees are charged quarterly, in advance.",
      "As a general rule, we require a minimum account size of $1,000,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/agman-capital-omaha-ne-334799.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 6800831.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 133397132.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334799",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}