NATURAL INVESTMENTS

Legal name: NATURAL INVESTMENTS PBLLC

CRD 113348File 801-63874

APPROVED

Retail clients

Custody

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.05B

Top 25% of cohort (national)

Discretionary AUM

$2.04B

Non-discretionary $9.5M

Clients

1,277

4,846 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Feb 10, 2005
Principal office: Not reported
Phone: 707-758-0171
Website: HTTP://WWW.NATURALINVESTMENTS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.05B
Discretionary AUM: $2.04B
Non-discretionary AUM: $9.5M
Discretionary accounts: 4,834
Non-discretionary accounts: 12
Total accounts: 4,846
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$34.9M
Charitable organizations	22	$72.7M
High net worth individuals	278	$1.53B
Individuals (other than high net worth individuals)	964	$414.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — FINANCL PLNG FEES EITHER ON A PROJECT, HOURLY OR RETAINER BASIS
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.