Natural Investments is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 24, 2026, reports $2.0B in regulatory assets under management, 24 employees, 18 offices, and 4,846 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
964
2
HNWI
21.8%
278
3
Charitable
1.7%
22
4
Corporations
1.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 24, 2026
Discretionary99.5%
$2.0B
100% of total RAUM99.5%
Non-discretionary0.5%
$10M
0% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts4,846
10Y AUM Change+$1.7B (+509.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee53:1
10Y Employee Change+11 (+84.6%)
* 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.