MOORESVILLE, NCCRD 133978Latest ADV February 20, 2026
Namcoa is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mooresville, NC. Its latest Form ADV filing, dated February 20, 2026, reports $362M in regulatory assets under management, 12 employees, 5 offices, and 249 accounts.
Assets Under Management
$362M
Employees
12
Offices
5 offices
Total Clients
379
Primary office
MOORESVILLE, NC
107 KILSON DRIVE, SUITE 206, MOORESVILLE, NC, United States
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
294
2
HNWI
13.2%
50
3
Pension Plans
9.2%
35
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$362Mas of February 20, 2026
Discretionary96.3%
$349M
96% of total RAUM96.3%
Non-discretionary3.7%
$13M
4% of total RAUM3.7%
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$362M
Total Accounts249
10Y AUM Change+$189M (+108.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee32:1
10Y Employee Change-3 (-20.0%)
* 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.