NN Investment Advisory, LLC

Overview

NN Investment Advisory, LLC is a small, independent registered investment adviser that launched its SEC registration in 2024 and serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and also offers pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests flexibility to work with both ongoing relationships and project-based planning. Investment activity centers on managed, discretionary portfolios using public funds as the primary building blocks, combined with selective allocations to third-party alternative managers. The adviser is not positioned as a capital allocator and does not list active ESG investing as a practice. Custody and trade execution are handled through Charles Schwab & Co., which supports a mix of mutual funds, ETFs, equities and alternative fund access for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices