N.A.S. CAPITAL LLC

RIASEC Registered
Total AUM
$10.8M
Discretionary
$10.8M
100% of AUM
Avg account
$675K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
297630
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI95.66%
  • Individuals4.34%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

N.A.S. Capital LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a personalized approach to investment management, catering to the unique financial goals and needs of its clients. N.A.S. Capital LLC does not engage in capital allocation or act as a pension consultant, and it is not classified as an ESG investor. The firm operates without affiliations to other advisory entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • NATHANAEL STEWART

    CEOCRD 6418585

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth