Nathaniel Tanney
Convexity Investments · Naperville, Illinois
Nathaniel Tanney is a fee-only financial advisor at Convexity Investments in Naperville, Illinois. Convexity Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Convexity Investments |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.1M across 19 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7388379 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Nathaniel's firm compares
- Convexity Investments's average account is about $162,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Nathaniel
Is Nathaniel Tanney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Convexity Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel's firm, Convexity Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Nathaniel Tanney based?
Nathaniel Tanney is based in Naperville, Illinois.
Is Nathaniel Tanney registered with the SEC?
Yes. Nathaniel Tanney is registered as an investment adviser representative in IL (CRD 7388379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Convexity Investments manage?
Convexity Investments reports $3.1M across 19 accounts in assets under management.
How do I contact Nathaniel Tanney?
Contact details aren't on file yet. Search for Convexity Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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