# Nathan G. Hanna, LLC

> Nathan G. Hanna, LLC is a state-registered investment advisory firm in Palm Harbor, FL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 158936
- Filed as: NATHAN G.  HANNA,  LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Harbor, FL
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158936
- AdvisorCensus page: https://advisorcensus.com/firm/nathan-g-hanna-llc-palm-harbor-fl-158936

## Quick answers

**How is Nathan G. Hanna, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nathan G. Hanna, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Nathan G. Hanna, LLC located?**
Nathan G. Hanna, LLC's principal office is in Palm Harbor, FL, according to its Form ADV.

**Is Nathan G. Hanna, LLC registered with the SEC or a state?**
Nathan G. Hanna, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158936.

**How much does Nathan G. Hanna, LLC manage?**
Nathan G. Hanna, LLC reports $31,130,000 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (96% discretionary).

**What types of clients does Nathan G. Hanna, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (138); high net worth individuals (4); charitable organizations (1).

**Does Nathan G. Hanna, LLC 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/158936

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $31,130,000
- Discretionary: $30,000,000
- Non-discretionary: $1,130,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 138 | $26,000,000 |
| High net worth individuals | 4 | $5,000,000 |
| 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) | 0 | $0 |
| Charitable organizations | 1 | $130,000 |
| 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 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nathan G. Hanna, LLC (CRD 158936): Form ADV filing data as of October 2026.