# Plains Advisory LLC

> Plains Advisory LLC is a state-registered investment advisory firm in Grand Island, NE, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 300110
- Filed as: PLAINS ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Grand Island, NE
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300110
- AdvisorCensus page: https://advisorcensus.com/firm/plains-advisory-llc-grand-island-ne-300110

## Quick answers

**How is Plains Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Plains Advisory LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Plains Advisory LLC located?**
Plains Advisory LLC's principal office is in Grand Island, NE, according to its Form ADV.

**Is Plains Advisory LLC registered with the SEC or a state?**
Plains Advisory LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300110.

**How much does Plains Advisory LLC manage?**
Plains Advisory LLC reports $28,878,556 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Plains Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (8).

**Does Plains Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300110

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,878,556
- Discretionary: $28,878,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $16,374,547 |
| High net worth individuals | 8 | $12,504,009 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- plainsadvisory.com
- Facebook @johnposeycfp
- LinkedIn @johnposeycfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plains Advisory LLC (CRD 300110): Form ADV filing data as of October 2026.