Namcoa

$404.3MAssets under management
as of Jun 2026 · SEC Form ADV
Mooresville, NC
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No one at Namcoa has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Ascensus Trust Company
Per Form ADV · $89M held · filed Dec 2024
LPL Financial
Per Form ADV · $62M held · filed Dec 2024
Pershing
Per Form ADV · $50M held · filed Dec 2024
Great-West Trust
Per Form ADV · $50M held · filed Dec 2024