SourcingSourcing

N.V.N.G. INVESTMENTS, INC.

C40
CRD 107446·SEC 801-113011·KALAMAZOO, MI
AUM
$329.5M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$989K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
N.V.N.G. INVESTMENTS, INC.
CRD
107446
SEC file #
801-113011
EIN
—
DBA names
—

Economics

AUM
$329.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$103.2M → $329.5M▲ +219%
Client mix
Individuals High Net Worth39

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
KALAMAZOO MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUISKAMP, ROBERT, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HUISKAMP, ROBERT, WILLIAM
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2406
Soi Zip Pct 200k Plus
0.0829
Soi Zip Returns 200k Plus
620
Soi Zip Total AGI
692,982
Fdic Zip Total Deposits
6,769,750,000
Fdic Zip Branch Count
194
Fdic Zip Top Banks
PNC Bank, National Association
Comerica Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Michigan National BankKalamazoo, MI
Old Kent Bank-SouthwestKalamazoo, MI
Fdic Zip HHI
2232.22
Fdic Zip Top Bank Share Pct
43.66
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,883
Returns2,160
Stub 2
AGI64,701
Returns1,740
Stub 3
AGI67,844
Returns1,110
Soi Zip Total Business Income
21,011
Soi Zip Total Cap Gains
32,579
Soi Zip Total Dividends
38,069
Soi Zip Total Returns
7,480
Top Owner CRD
4346852
Trust Company Affiliate
No

People (1)

1
ROBERT WILLIAM HUISKAMP
Direct Owner · 87.5%
4346852