NASHIONAL INVESTMENTS
Firm details
- Headquarters
- McKinney, Texas
- CRD number
- 289955
- Website
- www.nashionalinvestments.com
- Custodians
- INTERACTIVE BROKERS LLC, ALTRUIST, MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals97.07%
- Pension & Profit Sharing Plans2.93%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Nashional Investments is a small, equity-focused advisory firm serving individual and family clients with discretionary portfolio management and pension consulting. The firm leans heavily into exchange-traded equities as its primary exposure, using liquid public markets for core allocations while supplementing portfolios with external alternative managers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee options, which supports tailored engagements across its client base. Investment activity shows a bias toward tradable equity instruments for core holdings, while alternatives—private equity, venture capital, hedge funds, private placements and real estate—are used as complementary, off‑exchange allocations. The firm does not identify as an active ESG investor. Its advisory footprint is compact and focused: most assets are managed on a discretionary basis and custody is concentrated with execution- and technology-oriented custodians.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities57%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1WHITNEY-ANN NASH
Chief Operations OfficerCRD 6100688
Contacts
2 of 2JEFFERSON NASH
President & FounderCRD 6031965
DENVER MCCLURE
Investment Advisor RepresentativeCRD 7319835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
McKinney, TX
COLLIN
Location
McKinney, TX
Headquartered in McKinney, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5900 S Lake Forest Dr
- Time zone
- CT (UTC-6)
- Office locations
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