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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- UnisonSignal
- Established Date
- 01-30-1984
- Office Locations
- 1
Office Locations
About NPF Investment Advisors
NPF Investment Advisors is a Grand Rapids, MI RIA serving individuals and families—those building wealth, nearing retirement, and planning for legacy. The firm combines tailored financial planning with active portfolio management and coordinated implementation for a single all-inclusive fee. Portfolios commonly use ETFs alongside fixed income and other diversifiers, and the team publishes insights, including on Section 351 ETF conversions for family offices.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KURT MARVIN ARVIDSON
Limited Partner, Partner
- CRD
- #1867408
- Ownership
- 25% but less than 50%
CHARLES LOUIS DUTCHER
Investment Advisor, Limited Partner, Partner
- CRD
- #5760827
- Ownership
- 25% but less than 50%
Timber vector
Frontier momentum glacier
- CRD
- #16740
- Ownership
- 38.1%
Showing 2 of 5 owners & executives
Unlock allContacts
LAUREN M BRENNAN
--
- CRD
- #6358672
DAVID TIMOTHY DOPPEL
Portfolio Manager
- CRD
- #6626977
Zenith atlas
Quantum wave oak
- CRD
- #68585
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,691,127,889 | $832,393 |
| Non-Discretionary | $0 | -- |
| Total | $2,691,127,889 | $832,393 |
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Separately Managed Accounts
Total SMA Asset: $2,691,127,889
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $398,972,487 | 10.1% |
| Municipal Bonds | $632,035,624 | 16.0% |
| Cash | $355,520,038 | 9.0% |
| Public Funds | $797,944,975 | 20.2% |
| Corporate - Investment Grade | $726,840,967 | 18.4% |
| Corporate - Non-Investment Grade | $813,745,865 | 20.6% |
| U.S. Government/Agency | $225,162,691 | 5.7% |
| Total | $3,950,222,647 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT WAVE PIONEER | MATRIX ATLAS | CEQJZ6TGJ | IIVF | 11.40% | $85,023,627 |
| ZENITH LEGACY | RIDGE DELTA | YDH3I73JQ | LFZ | 10.36% | $97,035,300 |
| FOCUS PATHWAY FRONTIER | PEAK ATLAS | L8JNKT4K5 | FQFP | 9.65% | $64,509,005 |
| INSIGHT UNISON | PATHWAY ALPHA | DT126P0IO | USLPQ | 11.13% | $26,822,852 |
| WAVE RADIAL MERIDIAN | MERIDIAN ELEMENT | QIX5Z1CRT | FLFW | 7.85% | $101,362,922 |
| VERTEX MERIDIAN | LEGACY ATLAS | GNNVMZHCF | CUX | 6.33% | $86,895,965 |
| OAK FUSION | VITAL GLACIER | 19WS9URXW | SZGSE | 3.52% | $55,943,353 |
| PRIME NORTH OPTIMA | RADIAL PATHWAY | 0D9H43900 | XKN | 3.40% | $100,893,024 |