# NATIVE AMERICAN FUND ADVISORS LLC

NATIVE AMERICAN FUND ADVISORS LLC of TULSA, OK is an SEC-registered investment adviser.

## Registration

- CRD: 108149
- Type: SEC-registered investment adviser
- SEC file number: 801-57618
- Location: 1616 EAST 15TH STREET, TULSA, OK, 74120
- Phone: 918-582-9823
- Latest filing: 2026-04-30
- Regulatory AUM: $38.9M
- Discretionary AUM: $38.9M
- Non-discretionary AUM: $8K
- Clients: 6
- Accounts: 4

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Robert Brett Kramer | CHIEF INVESTMENT OFFICER; TRUSTEE OF THE NORMA KRAMER IRREVOCABLE TRUST | Tulsa, OK |
| David Monroe Poarch | MANAGING PARTNER//CHIEF COMPLIANCE OFFICER | Tulsa, OK |
| Susan Hoke Smith Burghart | PARTNER | — |
| James Andrew Posey | PARTNER | — |
| Carol Virginia Poarch | PARTNER | — |
| Timothy Steven Posey | PARTNER | — |
| Lamont Edward Cavanaugh | PARTNER | — |
| Ross Owen Swimmer | PARTNER | — |
| Joel Bernard Kantor | PARTNER | — |
| Dorothy L Roberts | PARTNER | — |
| POARCH DAVID MONROE | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER//CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| KRAMER ROBERT BRETT | CHIEF INVESTMENT OFFICER; TRUSTEE OF THE NORMA KRAMER IRREVOCABLE TRUST | — |
| WRIGHT BRENT | MANAGING PARTNER | — |
| POSEY TIMOTHY STEVEN | GENERAL COUNSEL | — |
| FRYREAR JOHN EDWARD | PARTNER | — |
| POSEY JAMES ANDREW | PARTNER; VICE PRESIDENT | — |
| KANTOR JOEL BERNARD | PARTNER | — |
| ROBERTS LESLEY V | PARTNER | — |
| SWIMMER ROSS OWEN | PARTNER | — |
| BURGHART SUSAN SMITH | PARTNER | — |
| SMITH WILLIAM SHERMAN | PARTNER | — |
| WRIGHT BRENT WRAY | PARTNER | — |
| Roberts Dorothy L | PARTNER | — |
| POARCH CAROL VIRGINIA | PARTNER | — |
| CAVANAUGH LAMONT EDWARD | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108149/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108149/similar
- Related entities: https://search.stillhousedata.com/firm/108149/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108149

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.