Ni Acquisitions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Ni Acquisitions reports 1,212 clients. They include 848 individual clients, 345 high-net-worth individuals and 15 charitable organizations. Of its assets, 100.0% ($582M across 2,200 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 20% |
| High-net-worth individuals | 28% | 79% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 848 | $116M | 20.0% | $137K |
| High-net-worth individuals | 345 | $458M | 78.7% | $1.33M |
| Charitable organizations | 15 | $4.89M | 0.8% | $326K |
| Corporations and other businesses | 4 | $2.47M | 0.4% | $618K |
| Total | 1,212 | $582M | 100% | $480K |
- Clients
- 848
- Regulatory AUM
- $116M
- AUM share
- 20.0%
- Avg. per client
- $137K
- Clients
- 345
- Regulatory AUM
- $458M
- AUM share
- 78.7%
- Avg. per client
- $1.33M
- Clients
- 15
- Regulatory AUM
- $4.89M
- AUM share
- 0.8%
- Avg. per client
- $326K
- Clients
- 4
- Regulatory AUM
- $2.47M
- AUM share
- 0.4%
- Avg. per client
- $618K
Total
- Clients
- 1,212
- Regulatory AUM
- $582M
- AUM share
- 100%
- Avg. per client
- $480K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ni Acquisitions charges 0.50%–1.25% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.85% |
| $2M–$3M | 0.70% |
| $3M–$5M | 0.65% |
| $5M–$10M | 0.55% |
| $10M and above | 0.50% |
Fee details and sources
Nathan Imboden owns 75% or more of Ni Acquisitions. Nathan Imboden is CEO; the leadership team includes Chief Compliance Officer Sonia Goforth. It has 17 employees, 8 of them in advisory roles.
Leadership
Nathan ImbodenChief Executive Officer- Sonia GoforthChief Compliance Officer
- Andrew OttoDirector of Trust Services
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 17 employees
- 8 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Ni Acquisitions Company LLC
Nathan Imboden
Control person · since July 2023
- Owns 25% to 50% of Ni Acquisitions Company LLC
Andrew Otto
Control person · since January 2025
Besides its headquarters, Ni Acquisitions has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 1027 Mumma Road, LemoyneHQ
Contact and registration details
- Legal name
- Ni Acquisitions Company LLC
- Headquarters
- 1027 Mumma Road, Lemoyne, PA 17043
- Website
- bodenwealth.com
- Phone
- 717-657-8878
- @bodenwealth
- SEC file
- 801-135817
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Ni Acquisitions uses SEI Private Trust ($581M) as custodian for its separately managed accounts. Ni Acquisitions does not have custody of client assets.
- SEI Private TrustSEI Private Trust Co. · Oaks, PA · $581M100%
At year end, Ni Acquisitions’ separately managed accounts were mostly in funds (84%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $234M across 112 positions; the largest are Vanguard Index Fds (20.3%), Vanguard Index Fds (19.5%) and Vanguard Tax-managed Fds (13.5%).
What the accounts hold
- Stocks13%
- Funds84%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
Reported 13F holdings
- $234M
- Reported 13F value
- 112
- Positions
- 83.7%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Index Fds · Exchange Traded Fund20.3%
- Vanguard Index Fds · Exchange Traded Fund19.5%
- Vanguard Tax-managed Fds · Exchange Traded Fund13.5%
- Vanguard Index Fds · Exchange Traded Fund5.8%
- Vanguard Charlotte Fds · Exchange Traded Fund5.5%
- Vanguard BD Index Fds · Exchange Traded Fund5.4%
- Vanguard Index Fds · Exchange Traded Fund4.8%
- Vanguard Specialized Funds · Exchange Traded Fund4.3%
- First TR Exchange Traded FD · Exchange Traded Fund2.5%
- First TR Exchng Traded FD VI · Exchange Traded Fund2.1%
Together, the ten largest are 83.7% of reported value.
How many clients does Ni Acquisitions have?
Ni Acquisitions has 1,212 clients and manages $582 million for them, as of August 2026. They include 848 individual clients, 345 high-net-worth individuals and 15 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Ni Acquisitions offer?
Ni Acquisitions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ni Acquisitions charge?
Ni Acquisitions charges 0.50%–1.25% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: BODEN WEALTH ADV PART 2A 3-10-2026, filed 10 March 2026
Which custodians does Ni Acquisitions use?
Ni Acquisitions’ separately managed account assets are held at SEI Private Trust Co. (Oaks, PA), with $581M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Ni Acquisitions have?
Ni Acquisitions has 5 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ni Acquisitions invest in?
At the end of its last fiscal year, Ni Acquisitions’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ni Acquisitions?
Ni Acquisitions’ direct owners are Nathan Imboden (75% or more) and Andrew Otto (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Ni Acquisitions get paid?
Ni Acquisitions is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Ni Acquisitions registered with the SEC?
Yes, Ni Acquisitions has been registered with the SEC as an investment adviser since 9 April 2026. Its CRD number is 340590 and its SEC file number is 801-135817.
Source: Form ADV Part 1A, Item 1, filed 7 August 2026; IAPD firm record
How do I contact Ni Acquisitions?
Ni Acquisitions’ main office is at 1027 Mumma Road, Lemoyne, PA 17043. Its phone number is 717-657-8878. Its website is bodenwealth.com.