# Nashional Investments

> Nashional Investments is a state-registered investment advisory firm in McKinney, TX, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 289955
- Filed as: NASHIONAL INVESTMENTS
- Legal name: Nashional Independent Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McKinney, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289955
- AdvisorCensus page: https://advisorcensus.com/firm/nashional-investments-mckinney-tx-289955

## Quick answers

**How is Nashional Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Nashional Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Nashional Investments located?**
Nashional Investments' principal office is in McKinney, TX, according to its Form ADV.

**Is Nashional Investments registered with the SEC or a state?**
Nashional Investments is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289955.

**How much does Nashional Investments manage?**
Nashional Investments reports $16,487,671 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Nashional Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58).

**Does Nashional Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289955

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $16,487,671
- Discretionary: $16,487,671
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $16,004,844 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $482,827 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nashionalfinancial.com
- nashionalinvestments.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nashional Investments (CRD 289955): Form ADV filing data as of October 2026.