Natural Investments

Natural Investments (CRD# 113348) is a financial advisory firm headquartered in San Francisco, CA. They manage $274,274,375 in 2,162 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    2,162
    ACCOUNTS
  • Average Account Value
    $126,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, GA, HI, IN, KY, LA, MA, MD, MI, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA

Financial Advisors at Natural Investments
Showing 1 - 10 of 11 top financial advisors.
1
Michael A. Kramer
CRD#: 4405730
PO Box 390595, Keauhou, HI 96739
100
Wealthminder
score

Michael Kramer (CRD# 4405730) is an Investment Advisor Representative working at Natural Investments in Kailua Kona, HI and has over 15 years of experience in the finance industry. He exclusively manages portfolios of sustainable, responsible, and impact investments, both private and public. Michael serves on the national policy committee of US SIF: The Forum for Sustainable and Responsible Investment. He is active in shareholder advocacy and policy initiatives locally and nationally. He is the co-author of The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015).

2
Carrie B. Vanwinkle
CRD#: 6116525
, Windsor, CA
95
Wealthminder
score

Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY.  She has over 3 years of experience in the finance industry.

3
Harold A. Brill
CRD#: 1946338
Paonia, CO
93
Wealthminder
score

Harold Brill (CRD# 1946338) is an Investment Advisor Representative working at Natural Investments in Paonia, CO and has over 28 years of experience in the finance industry.

4
Gregory L. Garvan
CRD#: 2406323
Windsor, CA
93
Wealthminder
score

Gregory Garvan (CRD# 2406323) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 24 years of experience in the finance industry.

5
Malaika T. Maphalala
CRD#: 5675926
Oregon City, OR
93
Wealthminder
score

Malaika Maphalala (CRD# 5675926) is an Investment Advisor Representative working at Natural Investments in Oregon City, OR and has over 8 years of experience in the finance industry.

6
Christopher J. Peck
CRD#: 4527203
Windsor, CA
93
Wealthminder
score

Christopher Peck (CRD# 4527203) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 17 years of experience in the finance industry.

7
Scott H. Secrest
CRD#: 1858986
3591 Sacramento Drive, Suite 110, San Luis Obispo, CA 93401
93
Wealthminder
score

Scott Secrest (CRD# 1858986) is an Investment Advisor Representative working at Natural Investments in San Luis Obispo, CA and has over 26 years of experience in the finance industry.

8
Susan K. Taylor
CRD#: 4150213
Louisville, KY
93
Wealthminder
score

Susan Taylor (CRD# 4150213) is an Investment Advisor Representative working at Natural Investments in Louisville, KY and has over 17 years of experience in the finance industry.

9
James R. Frazier
CRD#: 4469041
1210 Water Street, Port Townsend, WA 98368
90
Wealthminder
score

James Frazier (CRD# 4469041) is an Investment Advisor Representative working at Natural Investments in Port Townsend, WA and has 1 year of experience in the finance industry.

10
Evan P. Quirk-Garvan
CRD#: 6559493
451 Folly Road, Charleston, SC 29412
87
Wealthminder
score

Evan Quirk-Garvan (CRD# 6559493) is an Investment Advisor Representative working at Natural Investments in Charleston, SC and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.