Namcoa

RIASEC RegisteredEst. 2006

Total AUM

$404M

Discretionary

$386M

96% of AUM

Avg account

$692K

Accounts

584

Employees

Advisory reps

Firm details

Headquarters: Mooresville, North Carolina
CRD number: 133978
Registered since: July 5, 2006
Website: namcoa.com
Custodians: ASCENSUS TRUST, LPL FINANCIAL LLC, EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans58.4%
Individuals26%
Charitable Organizations9.59%
HNWI6.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Namcoa is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2006. The firm identifies itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars or workshops. Fee arrangements are mixed — including percentage-of-AUM, hourly, fixed-fee and other fee models. The firm does not position itself as an ESG-focused investor.