Updated:
NAMCOA
NAMCOA is an SEC-registered investment adviser in MOORESVILLE, NC, registered since 2006. The firm manages $362 million in assets, $349 million on a...
NAMCOA
NAMCOA is an SEC-registered investment adviser in MOORESVILLE, NC, registered since 2006. The firm manages $362 million in assets, $349 million on a discretionary basis. It has 11 employees and 12 investment advisers.
General information
Firm type
RIA
Year founded
1982
Location
Region
North America
Country
United States
City
Mooresville
Corporate office
Naples, FL, United States
Principals
John N. McIlwraith
Founder and Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at NAMCOA?
John N. McIlwraith serves as founder and managing director, and has run the office's investment activities since its formation in 1982. There is no public indication of an investment committee beyond McIlwraith himself. The office operates without a disclosed CIO, external advisors, or a formalized deal-by-committee process.
Which sectors does NAMCOA avoid?
NAMCOA has shown no interest in consumer-facing technology, media, or financial services. The portfolio's industrial tilt — coupled with Naples-centric real estate — creates a narrow aperture that excludes most software sub-sectors, pure-play biotech, and capital-intensive energy projects.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: