# Oldfather Financial Services

> 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.

- CRD: 339739
- Filed as: OLDFATHER FINANCIAL SERVICES
- Legal name: OFS Enterprise LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kearney, NE
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339739
- AdvisorCensus page: https://advisorcensus.com/firm/oldfather-financial-services-kearney-ne-339739

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: None

> We have no minimum account size.

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $556,268,824
- Discretionary: $542,648,546
- Non-discretionary: $13,620,278

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 405 | $324,751,935 |
| High net worth individuals | 30 | $169,120,226 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $793,033 |
| Charitable organizations | 6 | $58,221,000 |
| Corporations or other businesses not listed above | 5 | $3,382,630 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, KS, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oldfatherfinancial.com
- Facebook @OldfatherFinancial
- LinkedIn @oldfather-financial-services

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oldfather Financial Services (CRD 339739): Form ADV filing data as of October 2026.