Investment adviser · CRD 44181

NATIONS FINANCIAL GROUP, INC.

Investment adviser filing (IA)

CEDAR RAPIDS, IA, United States · Form ADV filed Mar 18, 2026

Regulatory AUM
$4.77B
Form ADV · Item 5.F
Client accounts
10,535
Accounts, not individual clients
Employees
94
Reported in this filing
Advisory professionals
81
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,625$3,385,650,47471.0%
Individuals3,900$1,213,695,59825.4%
Corporations & businesses14$113,347,2712.4%
Retirement plans14$32,752,7800.7%
Charities16$26,020,1930.5%
Filing source

Form ADV 2064050 · Mar 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3925 FOUNTAINS BLVD NE, SUITE 200
CEDAR RAPIDS, IA, 52411, United States

CRD 44181

Filing source

Form ADV 2064050 · Mar 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.