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NATURAL CAPITAL

FAYETTEVILLE, AR · CRD 306002 · IAPD ↗ · naturalcapitalfirm.com · 901-626-7090

$225.7MRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
July 2025 — NATURAL CAPITAL grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — NATURAL CAPITAL moved its main office from LITTLE ROCK, AR to FAYETTEVILLE, AR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
April 2025 — NATURAL CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
September 2024 — NATURAL CAPITAL moved its main office from NORTH LITTLE ROCK, AR to LITTLE ROCK, AR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
80
August 2024 — NATURAL CAPITAL (NORTH LITTLE ROCK, AR) is newly SEC-registered with $217.0M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.