N1 Advisors

Registered investment advisor · Newark, Delaware · CRD #147048

Assets Under Management

$445M

Client Accounts

474

Employees

CRD Number

147048

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About N1 Advisors

N1 Advisors, established in 2014 in Newark, Delaware, offers financial planning, portfolio management, and corporate retirement plan consulting. The firm manages discretionary assets for individual and institutional clients, providing investment advisory services on a fee basis. The team includes experienced professionals in financial planning, retirement plan design, and investment research.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for N1 Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is N1 Advisors's AUM?

N1 Advisors reports approximately $445M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is N1 Advisors headquartered?

N1 Advisors is headquartered in Newark, Delaware.

What is N1 Advisors's CRD number?

N1 Advisors's CRD number is 147048. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.