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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-09-2011
- Office Locations
- 2
Office Locations
About Nathan G. Hanna, LLC
Nathan G. Hanna, LLC is a fiduciary wealth manager focused on near-retirees and retirees, as well as individuals and firms that prefer to delegate day-to-day oversight. The firm builds tailored strategies around client goals and life transitions, advising across investment, tax, legislative, and economic considerations. Portfolios are commonly implemented with public funds such as mutual funds and ETFs, with Charles Schwab as a primary custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.4% is discretionary and 3.6% is non-discretionary.
The firm reports 1 advisory representatives and 150 clients, or 150 clients per representative. That equates to $207.5K in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
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Owner & Executives
NATHAN GREGORY HANNA
Chief Compliance Officer, Managing Member
- CRD
- #2839124
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael D Hayduk
--
- CRD
- #6679463
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $1,130,000 | -- |
| Total | $31,130,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nathan G. Hanna, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.