{"url":"https://nivawealth.com/firms/natural-capital-management-306002","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306002","regulatoryAum":225669818,"crd":"306002","history":[{"filedOn":"2024-06-28","regulatoryAum":217022396,"clients":11,"employees":10,"offices":1},{"filedOn":"2025-06-17","regulatoryAum":218176600,"clients":11,"employees":12,"offices":2},{"filedOn":"2026-08-04","regulatoryAum":225669818,"clients":10,"employees":11,"offices":2}],"secFileNumber":"801-130836","legalName":"Natural Capital Management, LLC","displayName":"Natural Capital Management","slug":"natural-capital-management-306002","website":"https://naturalcapitalfirm.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/naturalcapital/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2828 N. Mansfield, #205","city":"Fayetteville","state":"AR","stateName":"Arkansas","country":"United States","postalCode":"72704"},"tradeNames":[],"registration":{"secApproved":"25 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":11,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":225669818,"discretionary":225669818,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":10,"regulatoryAum":225669818}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Natural Capital Management has custody of $21.6M in client assets for 6 clients.","leadership":[{"name":"Jairl Moss","title":"Chief Compliance Officer, Chief Financial Officer & Chief Operating Officer","crd":"5651631"},{"name":"John Hearnsberger","title":"Managing Director","crd":"5282661"}],"ownership":[{"label":"MTS NC, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since May 2019."},{"label":"Gbgearhart Enterprises LLC","detail":"Member in the 25% to 50% ownership band and a control person, since May 2019."},{"label":"RZR, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since May 2019."},{"label":"Mark Simmons","detail":"Indirect owner: a member of RZR, LLC in the 50% to 75% band and a control person, since November 2018.","parent":"RZR, LLC"},{"label":"Melissa Haynes","detail":"Indirect owner: a member of RZR, LLC in the 50% to 75% band and a control person, since November 2018.","parent":"RZR, LLC"},{"label":"Marshall Saviers","detail":"Indirect owner: a member of MTS NC, LLC in the 75% or more band and a control person, since May 2019.","parent":"MTS NC, LLC"},{"label":"George Gearhart","detail":"Indirect owner: a member of Gbgearhart Enterprises LLC in the 75% or more band and a control person, since May 2019.","parent":"Gbgearhart Enterprises LLC"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Arkansas","offices":2,"addresses":[{"street":"2828 N. Mansfield, #205","city":"Fayetteville","headquarters":true},{"street":"2800 Cantrell Road","city":"Little Rock"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"901-626-7090","stateRegisteredReps":0,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":10},"sources":{"adv1FilingDate":"4 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306002/PDF/306002.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Natural Capital Management have?","answer":"Natural Capital Management has 10 clients and manages $226 million for them, as of August 2026. They include 10 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Natural Capital Management offer?","answer":"Natural Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Natural Capital Management have?","answer":"Natural Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Natural Capital Management?","answer":"Natural Capital Management is owned through holding companies by Mark Simmons, Melissa Haynes, Marshall Saviers and George Gearhart. Its direct owners are MTS NC, LLC, Gbgearhart Enterprises LLC and RZR, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Natural Capital Management get paid?","answer":"Natural Capital Management is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Natural Capital Management registered with the SEC?","answer":"Yes, Natural Capital Management has been registered with the SEC as an investment adviser since 25 July 2024. Its CRD number is 306002 and its SEC file number is 801-130836.","source":"Form ADV Part 1A, Item 1, filed 4 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Natural Capital Management?","answer":"Natural Capital Management’s main office is at 2828 N. Mansfield, #205, Fayetteville, AR 72704. Its phone number is 901-626-7090. Its website is naturalcapitalfirm.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}