Nubian Square Investment Advisors, LLC

Overview

Nubian Square Investment Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator, combining portfolio management and financial planning with ancillary services such as insurance brokerage and educational seminars. Its advisory work covers discretionary portfolio management for individuals and small businesses, management for business or institutional clients, selection of outside advisers, and financial planning; billing arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm is not positioned as an ESG-focused manager and is not listed as a multi-state adviser. It offers both investment management and insurance solutions, suggesting an integrated approach to wealth management where insurance products and investment portfolios are coordinated for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices