NATHAN G. HANNA, LLC

Overview

Nathan G. Hanna, LLC is an independent registered investment adviser structured as a limited liability company and owned by Nathan G. Hanna. The firm serves individual and family clients alongside small institutional relationships, with core services built around financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with hourly charges, which supports both ongoing investment oversight and standalone planning engagements. Investment activity is weighted toward pooled public vehicles rather than direct-stock concentration: public funds and mutual funds represent the largest portion of client portfolios. The firm runs primarily discretionary mandates, indicating it makes day-to-day portfolio decisions for most clients. Nathan G. Hanna, LLC also incorporates third‑party alternative exposure, specifically real estate allocations, and uses annuities as part of its product set where appropriate. The adviser does not present itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices