This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 21
Office Locations
About Natural Investments
Natural Investments is an RIA providing investment management and financial planning with a socially responsible/impact investing orientation. The firm produces podcasts, webinars, and books on sustainable finance, racial justice, and climate change, and has transitioned ownership to a perpetual purpose trust. Serves both retail and institutional relationships, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL A KRAMER
Manager
- CRD
- #4405730
- Ownership
- Less than 5%
CHRISTOPHER JAMES PECK
Chief Compliance Officer, Manager, Managing Partner
- CRD
- #4527203
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
HAROLD ARTHUR BRILL
--
- CRD
- #1946338
Tiffany Ann Brown
Investment Advisor
- CRD
- #6747021
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,040,404,347 | $422,094 |
| Non-Discretionary | $9,529,665 | $794,139 |
| Total | $2,049,934,012 | $423,016 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing