$16.5M Total AUM
$16.5M Disc. AUM
-- 3Y CAGR
3 Employees
64 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2017
- Office Locations
- 1
Office Locations
5900 S Lake Forest Suite 380 Mckinney TX
About Nashional Investments
Nashional Investments is a Mckinney-based RIA. The firm has been operating for 8 years. Managing $16.5M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
47 AVG AGE
$5.5M AVG AUM / ADVISOR
$257.6K AVG AUM / CLIENT
7.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Atlas Zenith Wave Value legacy Catalyst Value crest Harbor bridge
Client Personas
Glacier fusion
Investment Themes
Insight Ridge delta Pioneer Wave Quantum radial
Investment Vehicles
Vertex Summit optima
Services
Value optima Alpha Alpha Delta Focus Prime unison Delta ember
Owner & Executives
JEFFERSON JOHN NASH
Chief Compliance Officer, Tax Advisor
- CRD
- #6031965
- Ownership
- 50% but less than 75%
(937) 778-2062
vector.catalyst@ridgecapital.com
in linkedin.com/in/vital-insight
Showing 1 of 1 owners & executives
Unlock allContacts
DENVER ZACHARY MCCLURE
Investment Advisor Representative
- CRD
- #7319835
(386) 836-4898
frontier.harbor@atlascapital.com
in linkedin.com/in/unison-glacier
W
WHITNEY-ANN LEHL NASH
Chief Executive Officer, President
- CRD
- #6100688
(478) 276-6913
optima.foundation@signalcapital.com
in linkedin.com/in/fusion-legacy
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,487,671 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,487,671 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,487,671
Equity - Exchange:
27.1% Public Funds:
41.4% Cash:
10.2% Other:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $507,277,688 | 27.1% |
| Public Funds | $774,955,583 | 41.4% |
| Cash | $190,931,086 | 10.2% |
| Other | $398,709,032 | 21.3% |
| Total | $1,871,873,389 | 100.0% |