NCA LOAN INVESTORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
327937
Registered since
May 23, 2024

Firm profile

FINTRX

Overview

NCA Loan Investors, LLC is a limited liability company that registered as an SEC adviser in 2024. The firm is structured as a domestic entity with individual ownership and is categorized as unclassified in regulatory filings. It is not identified as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state adviser under its current reporting. No public description of broader business activities or client segments was provided. The firm's name and its single private fund indicate a focus on credit- or loan-oriented strategies, but public disclosures classify the fund type as "Other," which typically covers non-standard pooled vehicles or bespoke credit structures rather than traditional mutual funds or registered products.

Assets & Accounts

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

Owners & executives

3 of 3
  • Eric Green

    CEOCRD 7925488

  • Shauna Boedeker

    CFOCRD 7925558

  • CHRISTOPHER GRAMLICH

    President and COOCRD 2142168

Contacts

2 of 2
  • Steven Crawford

    CCOCRD 7925702

  • Janice Conners

    SecretaryCRD 7925560

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1349 Empire Central Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth