Native American Fund Advisors

What Native American Fund Advisors does

Native American Fund Advisors (NAFA) is an independent Registered Investment Advisory firm founded in 1996 and headquartered on Historic Cherry Street in Tulsa, Oklahoma. The firm operates with a team of eight professionals whose combined experience exceeds 100 years across finance, accounting, law, tax planning, risk, and asset management. Its core offering consists of five proprietary discretionary portfolio strategies — Blue Chip, Convertible/High-Yield, Intermediate Bond, Midstream Energy (MLP-focused), and Small Cap Value — complemented by a full suite of customized financial planning services. Each mandate is constructed on an individualized basis aligned with the client's time horizon, risk tolerance, and return objectives, and the firm operates as a fiduciary under the Registered Investment Advisor regulatory standard.

NAFA generates revenue entirely through recurring, AUM-based annual management fees, tiered by strategy: 1.00% for Small Cap Value, 0.75% for Midstream Energy and Convertible/High-Yield, and 0.50% for Intermediate Bonds and Blue Chip. Each fee is positioned below the relevant comparable mutual fund expense category average. Distribution is conducted through direct client relationships and referrals, with no institutional sales force, marketing automation, or multi-office footprint; the firm's operating geography is limited to the Midwest / Tulsa market. Multiple investment strategies share a passively managed, low-turnover design philosophy intended to minimize transaction costs and tax friction, though no technology platform, AI tooling, or proprietary model is described in the disclosure.

The business model is conventional for a boutique RIA: revenue tracks market-value-linked AUM, scaling modestly with equity-market appreciation and shrinking with drawdowns. The firm has no disclosed parent company, external investors, funding rounds, partnerships, acquisitions, or M&A activity. Leadership is concentrated in Managing Partner David Poarch, CIO Brett Kramer, and Partner/Financial Planner Joel Kantor, supported by Financial Planner/Portfolio Manager Aimee Boyer and Financial Analyst/Trader Robert Moore. Key risks implied by the data include limited AUM transparency, heavy key-person dependency on a small advisory bench, geographic concentration in a single regional market, and the absence of any visible technology, marketing, or growth-investment roadmap.

Name

Native American Fund Advisors

Legal name

Native American Fund Advisors

Website

https://indianfundadvisors.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Native American Fund Advisors is an independent Registered Investment Advisor in Tulsa, OK, offering five proprietary portfolio strategies (Blue Chip, Convertible/High-Yield, Intermediate Bond, Midstream Energy, Small Cap Value) and customized financial planning to individual and family clients on a fiduciary, AUM-based fee model.

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Investment management services
• Registered investment advisor
• Portfolio management strategies
• Financial planning services
• Asset management advisory

Headquarters

HQ city

Tulsa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Asset Under Management (AUM) Fees: Charges annual management fees based on the market value of assets under management. Fee rates vary by strategy: 1.00% for Small Cap Value, 0.75% for Midstream Energy and Convertible/High-Yield, 0.50% for Intermediate Bonds and Blue Chip. Revenue is recurring based on client AUM levels.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Native American Fund Advisors is an independent, locally owned Registered Investment Advisor that provides customized investment management and financial planning services. The firm offers five proprietary portfolio strategies—Blue Chip, Convertible/High-Yield, Intermediate Bonds, Midstream Energy, and Small Cap Value—built around each client's time horizon, risk tolerance, and return expectations, supplemented by full-suite financial planning. Services are delivered on a fiduciary basis under the RIA standard.

Product overview

Native American Fund Advisors offers a unified investment management platform consisting of five distinct portfolio strategies: the Blue Chip Portfolio (passively managed, tracking Dow Jones Industrials), Convertible/High-Yield Portfolio, Intermediate Bond Portfolio, Midstream Energy Strategy (MLP-focused), and Small Cap Value Portfolio. These strategies are complemented by comprehensive financial planning services. The firm operates as a bundled service model where all offerings are provided directly by the advisory team through customized portfolios, with each strategy having its own investment objective, fee structure, and performance benchmarks.

Differentiator

Problem solved

Functional benefit

Products and services

• Blue Chip Portfolio A passively managed portfolio strategy seeking to provide performance similar to the Dow Jones Industrials, with very low turnover and low transaction costs (under ~5% annually). Designed for investors seeking long-term returns consistent with large-capitalization stocks; managed at a 0.50% annual fee.
• Convertible/High-Yield Portfolio Invests in convertible corporate bonds and convertible preferred stocks of publicly traded companies, seeking high total returns from income-producing securities with capital appreciation potential; managed at a 0.75% annual fee.
• Intermediate Bond Portfolio Invests in investment grade corporate bonds plus U.S. Treasury or Federal Agency bonds with average maturity typically between 3–7 years, seeking higher yields and total returns than short-term bonds; managed at a 0.50% annual fee.
• Midstream Energy Strategy Invests in publicly traded master limited partnerships (MLPs) and pipeline companies, seeking high levels of tax-sheltered income and capital appreciation; managed at a 0.75% annual fee.
• Small Cap Value Portfolio Seeks companies trading at a discount to book value, low price-to-earnings multiple, or low ratio to projected cash flow, investing in a diversified portfolio of small company stocks to lower risk while retaining high return potential; managed at a 1.00% annual fee.
• Financial Planning Services

Quantifiable outcome

• Blue Chip Portfolio 1-year net return: 14.44%
• +4 more outcomes

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Creative Planning: Large multi-strategy RIA offering customized portfolio management and financial planning to individuals and families, directly comparable to NAFA's fiduciary wealth management model.
• Oxford Financial Group: Mid-size independent RIA providing holistic wealth management and customized investment strategies to families and institutions, comparable in service model and size tier.
• Ronald Blue Trust: Faith-based RIA offering personalized portfolio management, financial planning, and multi-strategy solutions to high-net-worth individuals, similar in client-centric, customized model.
• Mariner Wealth Advisors: Independent RIA providing customized investment management and financial planning; competes with NAFA in the same fiduciary, fee-based advisory segment.

Broad incumbents

• Bessemer Trust: Multi-family office providing customized portfolio management and wealth advisory to ultra-high-net-worth families; broader scale but directly comparable service offering.
• Edward Jones: National advisory firm offering portfolio management and financial planning to individual investors; overlaps with NAFA's retail advisory focus but at far greater scale.
• Brown Brothers Harriman Wealth Management: Established private bank's wealth management arm offering customized investment advisory and financial planning; broader institution but overlapping RIA-style service to high-net-worth clients.
• Fisher Investments: Large asset manager offering portfolio strategies across multiple asset classes to high-net-worth and institutional clients; relevant incumbent competing for similar mandates.
• Charles Schwab Wealth Advisory: Large-scale registered investment advisor offering managed portfolios and financial planning; competes on fee and customization, leveraging Schwab's custody and technology platform.

Emerging players

• Carson Group: Fast-growing RIA platform supporting independent advisors with portfolio management and business infrastructure; comparable in fiduciary wealth advisory model but with broader advisor network.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/native-american-fund-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Native American Fund Advisors