Detroit, MI Office

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Nubian Square Investment Advisors, LLC logo

Nubian Square Investment Advisors, LLC

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Firm-wide stats for Nubian Square Investment Advisors, LLC

Total advisors

4

Across 2 offices

Clients per advisor

8 Very Low

Avg AUM per client

$250,704 Very Low

HNW client ratio

9% Low

About

Nubian Square Investment Advisors advises individuals, high‑net‑worth clients, and charitable organizations on investment management and financial planning. Its services include discretionary and non‑discretionary portfolio management, tiered financial planning from fundamental to advanced scopes, impact investment research and consulting, and complimentary educational e‑courses and public seminars.

The firm documents client objectives in an Investment Policy Statement and uses a mix of in‑house portfolio construction and third‑party model management platforms to implement strategies informed by fundamental, quantitative, technical, and modern portfolio theory. Portfolio management generally follows a long‑term orientation but may incorporate short‑term trading and options strategies where appropriate, with periodic account reviews and ongoing monitoring.

Noteworthy features for a firm of this size include a formal impact investing due‑diligence practice that supports private placements across private credit, private equity, venture capital, and real estate, and a large assets‑under‑advisement pool relative to its assets under management (about $143.5 million AUA versus roughly $13.0 million AUM). The brochure also discloses that a principal maintains a separate insurance license and that the firm routinely offers complimentary seminars and speaking engagements, items it identifies as potential sources of additional compensation or client education.

Based on Nubian Square Investment Advisors, LLC

Expertise

Business succession planning

Based on Nubian Square Investment Advisors, LLC

Location

Detroit MI

Advisors at this office

1

View complete list of advisors at this office
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