Partner · Native American Fund Advisors LLC
James A. Posey
CRD 1855220 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Native American Fund Advisors LLC, an SEC-registered asset manager based in Tulsa, OK with $39 million in regulatory assets, lists James A. Posey on its Form ADV as Partner. The SEC filings also name James at 1 other registered adviser.
Firms and roles
- Native American Fund Advisors LLCPartnerAsset manager · Tulsa, OK · $39M in regulatory assets
- Pinnacle Investment AdvisorsMemberWealth manager · Tulsa, OK · $508M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Robert B. KramerChief Investment Officer, Native American Fund Advisors LLC
- David M. PoarchManaging Partner//chief Compliance Officer, Native American Fund Advisors LLC
- Timothy S. PoseyPartner, Native American Fund Advisors LLC
- Joel B. KantorPartner, Native American Fund Advisors LLC
- Dorothy L. RobertsPartner, Native American Fund Advisors LLC
6 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.