Namcoa
Namcoa is an SEC-registered mass-market adviser in Mooresville, NC with $404.3M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Namcoa: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133978, SEC 801-66945, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $404.3M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Location
- Mooresville, NC
- Employees
- 11
- Clients
- 584
- CRD
- 133978
- Ownership
- MCINTYRE, PAUL, JOSEPH; SMITH, BRYAN, EVAN; Sullivan, Kevin, Edward; C'DEBACA, ERNEST, JOHN; RISER WHITLOCK, SUSAN, ROBIN
How much AUM does Namcoa have?
Namcoa reported $404.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Namcoa?
Disclosed owners and executives of Namcoa include MCINTYRE, PAUL, JOSEPH, SMITH, BRYAN, EVAN, Sullivan, Kevin, Edward, C'DEBACA, ERNEST, JOHN, RISER WHITLOCK, SUSAN, ROBIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.