N.A.S. Capital LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 297630
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.54%
- Individuals4.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
N.A.S. Capital LLC is a small, privately owned LLC that provides portfolio management primarily to individual and family clients and small businesses. The firm operates as an adviser focused on discretionary portfolio services, charging both a percentage of assets under management and performance-based fees. Its filing indicates a concentrated, equity-oriented approach rather than broad multi-state or ESG-driven programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Nathanael Stewart
CEOCRD 6418585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 155 Fleet St
- Time zone
- ET (UTC-5)
- Office locations
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