Bank / Wealth / Trust

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Homan Wealth Advisors

Douglas Homan established the firm in 2003 as an Omaha-based registered investment adviser. The practice serves individuals, families, trusts, foundations, and...

Homan Wealth Advisors logo

Homan Wealth Advisors

Douglas Homan established the firm in 2003 as an Omaha-based registered investment adviser. The practice serves individuals, families, trusts, foundations, and businesses, offering portfolio management, investment management, and financial planning services. The firm's footprint appears confined to Nebraska, with no public indication of additional offices or satellite locations. The firm's investment posture centers on traditional wealth management rather than institutional alternatives. Public records do not surface direct private equity commitments, venture investments, real asset plays, or fund-of-funds structures. The absence of disclosed portfolio companies, co-investment partners, or alternative asset exposures suggests the practice remains oriented toward public-market portfolio construction and holistic financial planning for local families and institutions. The firm does not publicly disclose assets under management, team headcount, or adjacent vehicles such as philanthropic foundations or operating companies. No operational events — personnel moves, strategy shifts, or vehicle launches — have surfaced in the last 24 months through public channels. This opacity is consistent with a discreet, locally focused wealth advisory practice rather than an institutional platform. Homan Wealth Advisors' structural differentiator is its geography and posture. Operating as a small, independent RIA in Omaha — a market dominated by the gravitational pull of Berkshire Hathaway and a handful of larger local firms — positions it as a quiet generalist serving the city's professional and business-owning class. The firm's long tenure without visible expansion suggests a deliberate choice to remain boutique rather than build an institutionalized multi-family office or alternatives platform.

General information

Firm type

Bank / Wealth / Trust

Year founded

2003

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Omaha

Corporate office

Omaha, NE, United States

Frequently asked questions

What services does Homan Wealth Advisors provide?

The firm offers portfolio management, investment management, and financial planning, according to its registered investment adviser disclosures. The practice serves individuals, families, trusts, foundations, and businesses. There is no public evidence that the firm engages in direct private equity, venture capital, or alternative asset placement.

Does the firm manage institutional or alternative assets?

No public record indicates the firm commits capital to private equity funds, direct venture investments, real estate partnerships, or hedge funds. Its disclosed service mix — portfolio management and financial planning — points toward a traditional public-markets and planning orientation. Allocators seeking a gatekeeper for alternatives mandates are unlikely to find that capability here.

Who founded Homan Wealth Advisors and where is it based?

Douglas Homan established the firm in 2003 and it remains headquartered in Omaha, Nebraska. The firm has no publicly listed additional offices. Omaha is also home to Berkshire Hathaway and several larger local wealth management and family-office operations, though Homan Wealth Advisors operates independently.

Is Homan Wealth Advisors structured as a family office?

No. The firm is a registered investment adviser offering services to multiple external clients — families, individuals, trusts, foundations, and businesses — rather than serving a single family's capital. This makes it a commercial wealth management practice, not a single-family office.

Does the firm disclose its assets under management?

Homan Wealth Advisors does not publicly disclose assets under management. No regulatory filing, press report, or firm communication surfaces an AUM figure. The firm's advisory brochure would contain this figure for clients, but it is not broadly published.

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