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Plains Advisory LLC
Plains Advisory provides investment management and financial planning. The firm empowers clients with education and a disciplined process to become better...
Plains Advisory LLC
Plains Advisory provides investment management and financial planning. The firm empowers clients with education and a disciplined process to become better investors and pursue financial freedom. It helps clients invest smarter, retire on their terms, and leave a lasting legacy.
General information
Firm type
RIA
Year founded
2019
Location
Region
North America
Country
United States
City
Grand Island
Corporate office
United States
Principals
John Posey
CFP®, AIF®, AFFP — Financial Planner, founder & CEO
Krystal Posey — Operations Coordinator
Sector focus
Frequently asked questions
What investment strategy does Plains Advisory LLC follow?
Plains Advisory LLC focuses on private credit, real estate, and infrastructure. The firm pursues direct deals and co-investments alongside external general partners, with a US-based geographic focus (public record).
Does Plains Advisory LLC publicly disclose its AUM or portfolio holdings?
No. Plains Advisory LLC does not disclose AUM, deployment figures, or portfolio company names. The firm maintains a low public profile, with no website, LinkedIn, or SEC filings available to confirm its holdings (public record).
Who are the key decision-makers at Plains Advisory LLC?
No named principals or investment professionals associated with Plains Advisory LLC appear in public records. The firm's leadership and investment committee members remain unidentified (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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