Nubian Square Investment Advisors

What Nubian Square Investment Advisors does

Nubian Square Investment Advisors is a Boston-based independent registered investment adviser founded in 2021 by Jock Payten, CFA, CFP, following his tenure as a Large Cap Equity Analyst at Eaton Vance and completion of an MBA in Finance and Management at the Wharton School. The firm provides tiered financial planning services (Fundamentals, Core, and Premier tiers priced up to $1,250, $2,250, and $4,500 respectively), investment management at a 1% AUM fee for institutional clients, and due diligence/consulting engagements starting at $5,000-$15,000. Its service model is high-touch and relationship-based, serving two primary segments: mission-driven institutions (foundations, family offices, endowments, faith-based organizations) seeking values-aligned capital stewardship, and next-generation professionals and legacy-building individuals historically underserved by traditional finance.

The firm's product surface includes specialized investment strategies such as the 50/50 Portfolio for Impact Investing (50% socially responsible public equities, 50% impact private investments, targeting a 7% return over a 30-year horizon) and Regenerative Spend-Down Investing, a decumulation model deploying capital into affordable housing, community land trusts, worker cooperatives, and local media. Underlying technology comprises financial planning software integrated with custodian platform Charles Schwab, account administration platform Altruist, and risk analytics platform Riskalyze. The firm maintains a proprietary database of over 1,100 impact investment opportunities and 250+ CDFIs with long track records, which supports both its consulting practice and direct portfolio construction.

Go-to-market is direct and sales-led, leveraging content marketing (blog, monthly newsletter), LinkedIn presence, and Calendly-based consultation booking. Distribution is regionally focused on the Northeastern US with potential national reach via virtual consultations. The firm operates as a privately held LLC with no parent company, no disclosed funding rounds, and no institutional investors — founder-led with autonomy over investment decisions and a stated absence of product quotas. SEC registration via Form ADV Part 2A/2B is maintained as a regulatory baseline for institutional client engagement.

Name

Nubian Square Investment Advisors

Legal name

Nubian Square Investment Advisors LLC

Website

https://nubiansquareia.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Nubian Square Investment Advisors is a Boston-based independent RIA founded in 2021 that provides tiered financial planning, 1% AUM investment management, and impact due diligence consulting to mission-driven institutions (foundations, family offices, faith-based organizations) and next-generation wealth-building individuals historically underserved by traditional finance.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Investment advisory services
• Financial planning
• Wealth management
• Impact investing
• Investment management

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning Services: Tiered financial planning services with three levels: Fundamentals (cash flow and debt management), Core (adds education, retirement, home ownership, insurance), and Premier (adds tax planning, equity compensation, estate planning, business succession). Plans delivered within 6-8 weeks.
2. Investment Management: Investment management services for individuals and institutions. For institutions: 1% AUM fee. Includes diversified portfolios with institutional-grade research, values-aligned investing, and impact-focused strategies.
3. Due Diligence & Consulting: Consulting services for institutional clients including investment policy development, manager selection, risk analysis, and impact measurement. Investment Management clients starting at $5,000; Non-Investment Management clients starting at $15,000.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Nubian Square Investment Advisors is a Boston-based, independent financial planning, wealth advisory, and investment consultancy serving mission-driven institutions and next-generation professionals. It delivers tiered financial planning services, investment management at 1% AUM, impact investment due diligence, and institutional advisory consulting, combining institutional-grade research with a culturally responsive lens.

Product overview

Nubian Square Investment Advisors is a Boston-based independent financial planning, wealth advisory, and investment consultancy offering a unified suite of services for mission-driven institutions and next-generation professionals. The core offerings include tiered Financial Planning services (Fundamentals, Core, Premier), Investment Management (1% AUM), Impact Investments Due Diligence, and Investment Advisory Consulting. Their specialized investment strategies include the 50/50 Portfolio for Impact Investing and Regenerative Spend-Down Investing. The firm combines institutional-grade investment research with culturally responsive services to help clients align portfolios with purpose.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services

Quantifiable outcome

• Impact investment opportunities database with 100+ diverse allocators targeting 6%+ returns

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• Charles SchwabcoreTechnology or IntegrationCustodian and platform provider for client investment accounts and portfolio management. Listed as a technology partnership on the services page.
• AltruistcoreTechnology or IntegrationTechnology platform partner for investment management and account administration. Listed as a technology partnership on the services page.
• RiskalyzecoreTechnology or IntegrationRisk assessment and portfolio risk analytics platform. Listed as a technology partnership on the services page.

Scale indicators2 records

Recent moves3 records

Expansion highlights5 records

Emerging players

• Aspiration: Digital-first sustainable investing and banking platform serving mission-driven consumers. Adjacent in values-aligned positioning and underserved community targeting, but uses a fintech/consumer model rather than NSIA's high-touch advisory approach.
• 1863 Ventures: Venture-backed financial services and advisory platform focused on Black entrepreneurs and underserved communities. Comparable in culturally responsive targeting of underserved wealth builders, though oriented to founders/operators rather than retail HNW.

Direct peers

• Cornerstone Capital Group: Sustainable and impact-focused investment advisory firm providing research, consulting, and portfolio management. Directly comparable to NSIA's institutional impact due-diligence and consulting practice.
• Caprock: Multi-family office and institutional RIA providing investment advisory, OCIO, and impact-aligned strategies. Comparable to NSIA in institutional consulting and mission-aligned portfolio construction for foundations and family offices.
• Natural Investments: Values-driven RIA offering financial planning and investment management with a focus on social responsibility and impact. Comparable in serving both individual clients seeking mission-aligned wealth services and mission-driven organizations.
• Trillium Asset Management: Long-standing impact and ESG investment management firm offering mutual funds and separately managed accounts. Comparable to NSIA in combining institutional-grade research with values-aligned portfolios for institutional and individual clients.
• Merit Financial Advisors: Independent, financial-planning-led RIA with tiered planning and AUM-based investment management. Comparable to NSIA in service tiering, recurring planning fees, and diversified advisory model.
• Veris Wealth Partners: Independent, impact- and values-aligned RIA serving HNW individuals, families, and foundations. Closely comparable to NSIA in its mission-driven, ESG/impact investment orientation and institutional + individual client mix.
• Segal Marco Advisors: Institutional investment consulting firm serving plan sponsors, endowments, and foundations. Directly comparable to NSIA's institutional investment policy, manager selection, and impact-measurement consulting practice.

Broad incumbents

• Cambridge Associates: Large, established investment consulting and OCIO firm serving foundations, endowments, and family offices. Comparable institutional client base and consulting mandate structure as NSIA's institutional practice, but at materially greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/nubian-square-ia
• Instagraminstagram.com/nubiansquareia
• Xx.com/nubiansquareia

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Nubian Square Investment Advisors