Overview
Assets Under Management: $362 million
Headquarters: MOORESVILLE, NC
High-Net-Worth Clients: 50
Average Client Assets: $1.2 million
Frequently Asked Questions
NAMCOA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133978), NAMCOA is subject to fiduciary duty under federal law.
NAMCOA is headquartered in MOORESVILLE, NC.
NAMCOA serves 50 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, NAMCOA offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
NAMCOA manages $362 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, NAMCOA serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.29%
Average Client Assets: $1.2 million
Total Client Accounts: 249
Discretionary Accounts: 177
Non-Discretionary Accounts: 72
Regulatory Filings
CRD Number: 133978
Filing ID: 2055182
Last Filing Date: 2026-02-20 08:52:17