Nhabla

RIASEC Registered
Total AUM
$33.3M
Discretionary
$33.3M
100% of AUM
Avg account
$336K
Accounts
99
Employees
2
Advisory reps
2

Firm details

Headquarters
Arlington, Virginia
CRD number
313311
Custodians
ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI87.79%
  • Individuals12.21%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Nhabla is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individuals and families and provides financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Nhabla operates as a capital allocator and charges fees as a percentage of assets under management. The firm is not positioned as an ESG investor and is not classified as a multi-state adviser. Its SEC registration year is not reported in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Cash & Cash Equivalents 29%, Public Funds/Mutual Funds 19%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%48%
  • Exchange Traded Equities48%
  • Cash & Cash Equivalents29%
  • Public Funds/Mutual Funds19%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Johnny Medina

    Chief Compliance Officer, Managing PartnerCRD 6895930

Contacts

1 of 1
  • Roberto Ortega

    Roberto Ortega

    Managing PartnerCRD 6401443

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
2300 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth