Naworski Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,145,114
Clients
52
27% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
52
HighAverage account size
$868,175
About
Naworski Investments provides discretionary portfolio management to individual and high‑net‑worth clients, as well as to trusts and pension/profit‑sharing plans. The firm offers six defined portfolio strategies, including concentrated taxable and nontaxable equity sleeves, a select‑stocks composite introduced in 2021, a high‑dividend equity portfolio, an ETF‑based asset allocation strategy, and a fixed‑income funds portfolio.
Investment decisions combine a top‑down macro/sector outlook with bottom‑up fundamental analysis and traditional valuation metrics, supplemented by technical indicators such as money flow, insider activity and short interest. The adviser executes aggregated block trades, does not short securities, and manages client accounts on a discretionary basis through a designated custodian.
Distinctive features include the firm’s use of narrowly specified portfolios with fixed stock counts (for example, 33 or 50 names) and a policy that generally does not permit clients to impose security‑level restrictions, which limits customization relative to many peers. The firm also requires the use of a single custodian, receives soft‑dollar research and software benefits from that custodian, and performs formal client reviews on a multi‑year cycle with semiannual written performance reporting.
Client services
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
$0+: 1.0% per year for Stocks Taxable portfolio $0+: 1.0% per year for Stocks Nontaxable portfolio $0+: 1.0% per year for High Dividend Stock portfolio $0+: 1.0% per year for Select Stocks portfolio $0+: .80% per year for Asset Allocation portfolio $0+: .40% per year for Fixed Income portfolio
Account minimum: $100,000, but may be waived Fee-only: Fees are only based on assets under management; no commissions or other fees accepted.
Main office location
Naworski Investments
The Hills TX, United States
Number of offices
1
Most active in
Naworski Investments has reported serving >5 clients in these states in the last 12 months.
Texas
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
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