# Native Finance Investment Advisory

> Native Finance Investment Advisory is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 168783
- Filed as: NATIVE FINANCE INVESTMENT ADVISORY
- Legal name: TAM, Cynthia Jacqueline
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168783
- AdvisorCensus page: https://advisorcensus.com/firm/native-finance-investment-advisory-168783

## Quick answers

**How is Native Finance Investment Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Native Finance Investment Advisory reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Native Finance Investment Advisory registered with the SEC or a state?**
Native Finance Investment Advisory is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168783.

**How much does Native Finance Investment Advisory manage?**
Native Finance Investment Advisory reports $1,000,000 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Native Finance Investment Advisory serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1).

**Does Native Finance Investment Advisory 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/168783

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $1,000,000
- Discretionary: $1,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | 1 | $1,000,000 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Native Finance Investment Advisory (CRD 168783): Form ADV filing data as of October 2026.