Wealth Manager
    SEC Registered
    Manages Private Funds

    Nations Financial Group, Inc.

    Registered investment advisor · Cedar Rapids, Iowa · CRD #44181

    Assets Under Management
    $4.8B
    Client Accounts
    10,535
    Employees
    94
    CRD Number
    44181
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Nations Financial Group, Inc.

    Nations Financial Group, Inc. is an independent wealth management firm headquartered in Cedar Rapids, IA. We help top tier independent financial advisors grow, run, protect, and transition their practices by providing exceptional systems, service, guidance, and support. Securities and investment advisory services offered through Nations Financial Group, Inc. ("NFGI"), 3925 Fountains Blvd. NE, Suite 200 Cedar Rapids, IA 52411, member FINRA/SIPC and Registered Investment Adviser. Industry reg

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Nations Financial Group, Inc.

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    Frequently Asked Questions

    What is Nations Financial Group, Inc.'s AUM?

    Nations Financial Group, Inc. reports approximately $4.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Nations Financial Group, Inc. headquartered?

    Nations Financial Group, Inc. is headquartered in Cedar Rapids, Iowa.

    What is Nations Financial Group, Inc.'s CRD number?

    Nations Financial Group, Inc.'s CRD number is 44181. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Nations Financial Group, Inc. manage?

    Nations Financial Group, Inc. manages approximately 10,535 client accounts according to its latest SEC filing.

    Is Nations Financial Group, Inc. SEC registered?

    Yes, Nations Financial Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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