CRD: 315955
Nubian Square Investment Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2021
- Office Locations
- 2
Office Locations
About Nubian Square Investment Advisors, LLC
Nubian Square Investment Advisors is an independent, Boston-based RIA providing high-touch financial planning, wealth advisory, and institutional-grade investment research. The firm serves next-generation professionals, entrepreneurs, and family leaders, and advises mission-driven institutions such as private foundations and family offices on values-aligned portfolio stewardship. Portfolios are primarily implemented with ETFs, with custody support including Altruist and Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 27 clients, or 5.4 clients per representative. That equates to $253.5K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Nubian Square Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jock Darian Payten
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5940056
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jason Michael Andrade
Director of Financial Planning
- CRD
- #8054243
Antashe Katherine-Jessie Howard
Financial Advisor
- CRD
- #6871445
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,843,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,843,725 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nubian Square Investment Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.