AdvisorCensus / Financial advisors / Nebraska / Oldfather Financial Services
Oldfather Financial Services
Filed as OLDFATHER FINANCIAL SERVICES · Legal name OFS Enterprise LLC
Oldfather Financial Services is an SEC-registered investment advisory firm in Kearney, NE, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.
Quick answers
From the filingHow is Oldfather Financial Services compensated?
On its Form ADV (Item 5.E, October 2026), Oldfather Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Oldfather Financial Services located?
Oldfather Financial Services' principal office is in Kearney, NE, according to its Form ADV.
Is Oldfather Financial Services registered with the SEC or a state?
Oldfather Financial Services is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339739.
How much does Oldfather Financial Services manage?
Oldfather Financial Services reports $556,268,824 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (98% discretionary).
What types of clients does Oldfather Financial Services serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (405); high net worth individuals (30); charitable organizations (6).
Which custodians does Oldfather Financial Services use?
Oldfather Financial Services' 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.
Does Oldfather Financial Services report any disciplinary disclosures?
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/339739
Does Oldfather Financial Services state an account minimum?
Its Form ADV Part 2A brochure dated May 29, 2026 says: "We have no minimum account size." "We do not have a minimum account size requirement."
What changed in Oldfather Financial Services' recent Form ADV filings?
In the February 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We have no minimum account size.
We do not have a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated May 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$556,268,824 as of October 2026, filing dated May 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- OFS Enterprise LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Oldfather Financial Services (CRD 339739): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/oldfather-financial-services-kearney-ne-339739