NASHIONAL INVESTMENTS

RIASEC Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$139K
Accounts
119
Employees
3
Advisory reps
3

Firm details

Headquarters
McKinney, Texas
CRD number
289955
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

FINTRX

Overview

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

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 57%, Public Funds/Mutual Funds 37%, Cash & Cash Equivalents 1%, Other 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds37%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

1 of 1
  • WHITNEY-ANN NASH

    Chief Operations OfficerCRD 6100688

Contacts

2 of 2
  • JEFFERSON NASH

    President & FounderCRD 6031965

  • DENVER MCCLURE

    Investment Advisor RepresentativeCRD 7319835

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth