Nashional Independent Investment Management Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 289955
· Mckinney, TX
· NASHIONALFINANCIAL.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $16.5M
- Discretionary
- $16.5M
- Clients
- 58
- Avg AUM / client
- $284K
- Accounts
- 119
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $16.0M | 97.1% |
| Pension and profit sharing plans | 0 | $483K | 2.93% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Whitney Ann Lehl Nash | Registered representative | Oct 2017 (9y) | ||
| Jefferson John Nash | Registered representative | CFP | Nov 2017 (9y) | |
| Denver Zachary Mcclure | Registered representative | Aug 2021 (5y) |
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) | 03/31/2026 | 1.22 MB | 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
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Interactive Brokers $15.2M (92% of AUM) Mar 2026
- Truist Financial Corp $837K (5% of AUM) Mar 2026
- Matrix Trust Company $341K (2% of AUM) Mar 2026
- Charles Schwab & Co. $141K (1% of AUM) Mar 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗