# Native American Fund Advisors LLC

> Native American Fund Advisors LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 108149
- Filed as: NATIVE AMERICAN FUND ADVISORS LLC
- Also doing business as: NATIVE AMERICAN FUND ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108149
- AdvisorCensus page: https://advisorcensus.com/firm/native-american-fund-advisors-llc-tulsa-ok-108149

## Quick answers

**How is Native American Fund Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Native American Fund Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Native American Fund Advisors LLC located?**
Native American Fund Advisors LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Native American Fund Advisors LLC registered with the SEC or a state?**
Native American Fund Advisors LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108149.

**How much does Native American Fund Advisors LLC manage?**
Native American Fund Advisors LLC reports $38,895,472 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**How have Native American Fund Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Native American Fund Advisors LLC: Regulatory assets under management: $17,420,298 in the October 2021 data and $38,895,472 in the October 2026 data, up 123%. Total employees: 9 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Native American Fund Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: other (2); charitable organizations (1); corporations or other businesses not listed above (1).

**Which custodians does Native American Fund Advisors LLC use?**
Native American Fund Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Native American Fund Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108149

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $38,895,472
- Discretionary: $38,887,486
- Non-discretionary: $7,986

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 1 | $3,214 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 1 | $532,027 |
| Other | 2 | $38,360,231 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $17,420,298 | 9 | August 11, 2021 |
| October 2022 | $53,017,122 | 8 | April 4, 2022 |
| October 2023 | $33,128,316 | 8 | February 22, 2023 |
| October 2024 | $34,866,113 | 8 | September 17, 2024 |
| October 2025 | $36,725,996 | 7 | March 7, 2025 |
| October 2026 | $38,895,472 | 6 | April 30, 2026 |

Regulatory assets under management: $17,420,298 in the October 2021 data and $38,895,472 in the October 2026 data, up 123%.
Total employees: 9 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Native American Fund Advisors LLC (CRD 108149): Form ADV filing data as of October 2026.