SourcingSourcing

NATIVE AMERICAN FUND ADVISORS LLC

C50
CRD 108149·SEC 801-57618·TULSA, OK
AUM
$38.9M
$25M-$100M
Est. Revenue
$389K
@ 1% on AUM
Est. EBITDA
$117K
@ 30% margin
Est. Deal Value
$933K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NATIVE AMERICAN FUND ADVISORS LLC
CRD
108149
SEC file #
801-57618
EIN
—
DBA names
—

Economics

AUM
$38.9M
AUM band
$25M-$100M
AUM trajectory
'20'26
$148.7M → $38.9M▼ -74%
Client mix
Other2
Charitable Organizations1
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
7 advisors → 5 advisors▼ -29%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
indianfundadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRAMER, ROBERT, BRETT
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
12
Control Persons
KRAMER, ROBERT, BRETT
POARCH, DAVID, MONROE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INDIANFUNDADVISORS.COM
Rdap Domain Creation Date
1999-07-30T17:32:18Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-30T17:32:16Z
Rdap Domain Last Changed
2025-07-14T18:26:36Z
Rdap Nameservers
Ns1.tulsaconnect.comNs2.tulsaconnect.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1934782
Trust Company Affiliate
No

People (11)

11
POARCH, DAVID, MONROE
IAR · Direct Owner · 17.5%
1572445
KRAMER, ROBERT, BRETT
IAR · Direct Owner · 17.5%
1934782
POSEY, JAMES, ANDREW
Direct Owner · 17.5%
1855220
KANTOR, JOEL, BERNARD
Direct Owner · 7.5%
714198
POSEY, TIMOTHY, STEVEN
Direct Owner · 7.5%
4374217
ROSS OWEN SWIMMER
Direct Owner · 7.5%
4374214
BURGHART, SUSAN, HOKE SMITH
Executive Officer · 2.5%
5644786
CAVANAUGH, LAMONT, EDWARD
Executive Officer · 2.5%
5639805
CAROL VIRGINIA POARCH
Executive Officer · 2.5%
1572531
Roberts, Dorothy, L
Executive Officer · 2.5%
6955119
BOYER, AIMEE, NICOLE
IAR
5920311