Namesake Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,369,850
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$631,658
About
Namesake Group is a single-advisor registered investment adviser that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals, charitable organizations, and businesses. The firm also accepts institutional mandates, including employee benefit plans, in addition to serving a small number of individual clients.
The adviser typically manages accounts under granted discretionary authority and employs model portfolios alongside fundamental analysis and modern portfolio theory to tailor allocations across a range of risk profiles. Implementation focuses primarily on ETFs and mutual funds and includes periodic account reviews and both long‑ and short‑term trading strategies.
Notably, despite its small, solo-practitioner structure and roughly $7.2 million in assets under management for a limited client base, the firm offers pension consulting and participant education, providing plan‑level fund selection advice and enrollment support that is uncommon among peers of this size. The firm routinely directs custody to a single institutional custodian platform and its sole advisor is a CFP professional, which shapes the firm’s financial planning and participant education work.
Client services
Financial planning
Portfolio management
Pension consulting
Asset allocation and advisory consulting
Expertise
Wealth management
Fee options
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $15,000,000: 0.60% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
$250 per hour, negotiable depending on scope and complexity
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but may terminate accounts deemed too small to manage effectively.
Main office location
Namesake Group
Rochester MI, United States
Number of offices
2
Most active in
Namesake Group has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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