{"url":"https://nivawealth.com/firms/nephila-advisors-156905","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156905","regulatoryAum":12876891944,"crd":"156905","secFileNumber":"801-72587","legalName":"Nephila Advisors LLC","displayName":"Nephila Advisors","website":"https://nephila.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5 City BLVD., Suite 810","city":"Nashville","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37209"},"tradeNames":[],"registration":{"secApproved":"12 July 2011","noticeFilings":1,"latestNoticeFiling":"28 March 2013","inventory":{"sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_10_15_2026.xml.gz","sourceAsOf":"2026-10-15","retrievedAt":"2026-10-16T03:16:53.781384+00:00","noticeFilings":[{"status":"Notice Filed","jurisdiction":"Tennessee","effectiveDate":"2013-03-28"}],"registrationStatus":[{"status":"Approved","jurisdiction":"SEC","effectiveDate":"2011-07-12"}]}},"staff":{"employees":38,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":12876891944,"nonDiscretionaryAccounts":39,"wrapProgram":null,"nonUsClientsPct":95,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":39,"regulatoryAum":12876891944}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Nephila Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Neal Kalechofsky","title":"Chief Compliance Officer","crd":"6447309"},{"name":"Jean Dyer","title":"Chief Legal Officer","crd":"6927198"},{"name":"Paul Hagood","title":"CEO of Nephila Holdings LTD. and Director","crd":"2563674"},{"name":"Deon Heyns","title":"Chief Technology Officer","crd":"8241127"},{"name":"William Majors","title":"Director","crd":"4854548"},{"name":"Sean McDade","title":"Chief Operations Officer","crd":"8241123"}],"ownership":[{"label":"Markel Group Inc","detail":"Sole shareholder in the 75% or more ownership band and a control person, since November 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"5 City BLVD., Suite 810","city":"Nashville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-823-8488","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Other"],"activities":["Other"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"31 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156905/PDF/156905.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Nephila Advisors have?","answer":"Nephila Advisors has 39 clients and manages $12.9 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nephila Advisors offer?","answer":"Nephila Advisors provides other activities.","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 Nephila Advisors have?","answer":"Nephila Advisors has 0 investment adviser representatives registered with state securities authorities, out of 38 employees, and 12 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 Nephila Advisors?","answer":"Nephila Advisors’ direct owner is Markel Group Inc (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nephila Advisors get paid?","answer":"Nephila Advisors is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees 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"}}],"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 Wealth 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."}