Native American Fund Advisors Llc
- Regulatory AUM
- $38.9M
- Discretionary
- $38.9M
- Clients
- 4
- Avg AUM / client
- $9.7M
- Accounts
- 4
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 1 | $3.2K | 0.01% |
| Corporations and other businesses | 1 | $532K | 1.37% |
| Other | 2 | $38.4M | 98.6% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Posey, Timothy, Steven | General Counsel | Jun 1996 (30y) | 5% – 10% | |
| Burghart, Susan, Hoke Smith | Partner | Nov 1996 (30y) | Less than 5% | |
| David Monroe Poarch | Managing Partner//Chief Compliance Officer | Nov 1996 (30y) | 10% – 25% | |
| Robert Brett Kramer | Chief Investment Officer | Nov 1996 (30y) | 10% – 25% | |
| Roberts, Dorothy, Lou | Partner | Nov 1996 (30y) | Less than 5% | |
| Poarch, Carol, Virginia | Partner | Dec 1998 (28y) | Less than 5% | |
| Posey, James, Andrew | Partner | Oct 2003 (23y) | 10% – 25% | |
| Cavanaugh, Lamont, Edward | Partner | Jun 2005 (21y) | Less than 5% | |
| Joel Bernard Kantor | Partner | Jun 2005 (21y) | 5% – 10% | |
| Swimmer, Ross, Owen | Partner | Jun 2009 (17y) | 5% – 10% | |
| Aimee Nicole Boyer | Registered representative | CFP | May 2019 (7y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mimosa Tree Capital Investment Iii, Llc | Partner | Jun 2005 | A | 5% – 10% |
| Norma M. Kramer Irrevocable Trust | Partner | Jun 2015 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗