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N.V.N.G. INVESTMENTS, INC.
CRD 107446File 801-113011
APPROVED
Retail clients
Disclosure events
Filing as of Jan 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$329.5M
Below cohort median (national)
Discretionary AUM
$329.5M
Clients
39
41 accounts
Employees
1
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 27, 2018
- Principal office
- 555 CROSSTOWN PARKWAY, SUITE 405, KALAMAZOO, MI, 49008-1982
- Phone
- 269-329-2422
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.5M
- Discretionary AUM
- $329.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 41
- Non-discretionary accounts
- 0
- Total accounts
- 41
- AUM per client
- $8.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $328.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 30 | 39 | increased by9 |
| Feb 1, 2026 | AUM | $260,490,031 | $329,523,178 | increased by$69,033,147 |
| Feb 1, 2026 | Accounts | 42 | 41 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 38 | 30 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $233,834,824 | $260,490,031 | increased by$26,655,207 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 38 | 42 | increased by4 |
| Feb 1, 2022 | Clients | 42 | 38 | decreased by4 |
| Feb 1, 2022 | AUM | $184,968,058 | $233,834,824 | increased by$48,866,766 |
| Feb 1, 2022 | Accounts | 46 | 38 | decreased by8 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.