Native American Fund Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated April 30, 2026, reports $39M in regulatory assets under management, 6 employees, and 4 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentINDIAN TRIBAL ENTITIES represent 50.0% of total clients.
Top client categories% of clientsClients
1
INDIAN TRIBAL ENTITIES
50.0%
2
2
Charitable
25.0%
1
3
Corporations
25.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$39Mas of April 30, 2026
Discretionary100.0%
$39M
100% of total RAUM100.0%
Non-discretionary0.0%
$8K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$39M
Total Accounts4
10Y AUM Change$-200M (-83.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1:1
10Y Employee Change-6 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.