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| Keyboard |
| Natural Investments Pbllc
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|---|---|
| CRD # | 113348 |
| SEC # | 801-63874 |
| CIK # | |
| AUM | 2,049.9 M (2026-02-24) |
| Employees | 24 (100% Investors, 0% Brokers) |
| Phone | 707-758-0171 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 964 | 0.4 |
| (b) Individuals (high net worth individuals) | 278 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 22 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,846 | 2.0 |
| By Discretionary | ||
| Discretionary | 4,834 | 2.0 |
| Non-Discretionary | 12 | 0.0 |
| Total | 4,846 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 4,846 | 2.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 22 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fiduciary Advisors Inc
✚
|
MO | 2,104.9 M |
|
Navy Federal Investment Services LLC
✚
|
VA | 2,100.1 M |
|
First Heartland Consultants Inc
✚
|
MO | 2,085.9 M |
|
Hub Investment Advisors Inc
✚
|
NE | 2,073.7 M |
|
Ellenbecker Investment Group Inc
✚
|
WI | 2,062.7 M |
|
Beese Fulmer Investment Management Inc
✚
|
OH | 2,057.3 M |
|
Alpen Partners International AG
✚
|
2,030.5 M | |
|
Pronvest LLC DBA Future Capital
✚
|
TN | 2,015.8 M |
|
Physician Wealth Advisors Inc
✚
|
UT | 2,006.6 M |
|
Stack Financial Management Inc
✚
|
MT | 1,992.2 M |