Nine30 Advisors Llc
- Regulatory AUM
- $655K
- Discretionary
- $655K
- Clients
- 140
- Avg AUM / client
- $4.7K
- Accounts
- 140
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 140 | $655K | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clenow, Andreas | Shareholder | Jan 2023 (4y) | ≈ 37.5% – 75% via Nine30 Inc. | |
| Oren, Amichay | Shareholder | Jan 2023 (4y) | ≈ 37.5% – 75% via Nine30 Inc. | |
| Rowe, Kevin, Anthony | Chief Executive Officer And Chief Compliance Officer | Aug 2023 (3y) | Less than 5% | |
| Lisa L Smith | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nine30 Inc. | Sole Member | Mar 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Clenow, Andreas: 50% – 75% of Nine30 Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Oren, Amichay: 50% – 75% of Nine30 Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 07/02/2026 | 906 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
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗