# Nubian Square Investment Advisors

Nubian Square Investment Advisors is a Bank / Wealth / Trust based in Brookline, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Brookline, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** nubiansquareia.com
- **LinkedIn:** https://www.linkedin.com/company/nubian-square-ia

## Regulatory record

- **CRD number:** 315955
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315955

## About

Jock Payten founded Nubian Square Investment Advisors in 2021 after an institutional career that included an MBA from Wharton and a large-cap equity analyst stint at Eaton Vance. The firm takes its name from the historic Boston neighborhood, reflecting a practice built for first-generation wealth builders, mission-driven institutions, and legacy-minded families. Payten’s own background — grandparents who ran a small business, parents who worked to create opportunity — anchors the firm’s wealth-equity mission. Nubian Square operates as a registered investment adviser delivering financial planning, investment management, and tax advisory. The service model spans individuals, high-net-worth clients, and charitable entities. The investment approach draws on large-cap and institutional research discipline, applied to portfolios that the firm positions as values-aligned and growth-oriented. The website emphasizes regenerative spend-down investing, signaling a planning philosophy that accounts for lifetime consumption and intergenerational transfer rather than pure accumulation. The firm lists nine professionals on its website, including an advisory board of six senior advisors with backgrounds in portfolio management, responsible investing, and manager selection. The senior advisor roster features Sudha Bhardia, Angela Outlaw-Matheny, Matthew Illian, Lolita Nunn, Thomas Lloyd III, and Victoria Olayide Adesanya. The firm is headquartered in Boston with a Brooklyn, New York address also appearing in prior records; current materials consistently reference the Boston location. May 2024 blog content highlighted spring financial-planning themes and the firm’s regenerative spend-down investing concept. Nubian Square’s structural distinction lies in its culturally responsive framing — an explicit commitment to making finance accessible to communities and institutions historically underserved by traditional wealth management. The firm positions itself as an independent fiduciary, free from product-issuer conflicts, while maintaining the research rigor associated with large institutional platforms. The advisory board adds a layer of senior governance without diluting the founder-operator model that typifies early-stage RIAs.

## Sectors

- Diversity & Inclusion
- Financial Services

## People

- Jock Payten — Founder & CIO
- Jason Andrade — Director of Financial Planning
- Jakobe Clark — Tax Planning & Solutions Advisor
- Mac Liman — Investment Advisor
- Antashé Howard — Associate Wealth Advisor
- Kyle Eppenger-Pope — Investment Associate

## Questions

### Who runs investment decisions at Nubian Square?

Founder Jock Payten serves as CIO, bringing a background in large-cap equity analysis at Eaton Vance and an MBA from Wharton. The firm’s advisory board — six senior advisors with experience in portfolio management, responsible investing, and manager selection — provides additional investment governance. Daily investment advisory work is executed by a team that includes a director of financial planning and several investment associates.

### What client segments does Nubian Square serve?

The firm serves individuals, high-net-worth clients, and charitable entities. Its marketing emphasizes first-generation wealth builders, mission-driven institutions, and legacy-minded families. The practice combines financial planning, investment management, and tax advisory under one roof.

### How does the firm’s cultural-responsiveness mandate shape its advice?

Nubian Square frames cultural responsiveness as both a service philosophy and a research filter — the firm aims to make institutional-grade financial knowledge accessible to communities that have historically been underserved by traditional wealth management. In practice, this translates to client education as a core engagement component and investment strategies that are positioned as values-aligned alongside growth-oriented.

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Last updated: 2026-08-11T02:43:31.692Z

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