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 operating as a capital allocator for both individual/family and institutional clients. The firm has been SEC-registered since 2006 and is owned by an individual principal. Its fee model is flexible, combining percentage-of-assets-based fees with hourly and fixed-fee arrangements and other charge structures. Service lines noted on the firm’s filings include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars or workshops. The firm is not identified as an active ESG investor.