DFX Intelligence

Data Factory

RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

NATIONAL REAL ESTATE ADVISORS

NATIONAL REAL ESTATE ADVISORS, LLC, CRD 148615

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1123dbde-8e8a-b4ac-6632-e40c2e339a65

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 11
On other graphs: 0
Observed: Apr 2, 2012 to Mar 26, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 48
Advisory employees: 22
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Custody, client assets: $28.8M
SEC number: 801-70744
CRD: 148615
Filings on the tape: 31
First filed: Apr 2, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DC
Website: natadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AYIVORH, JEANNE, ABBOTT	CHIEF OPERATING OFFICER	Na	yes	01/2010	Mar 31, 2017	May 10, 2024
COLSON, JOHN, R. (MIO)	Director	Na	yes	12/2015	Mar 30, 2016	May 10, 2024
COOPER, KENNETH, WELLS	Trustee	F	yes	07/2017	Mar 9, 2018	May 10, 2024
DIFEDE, JAMES, ROBERT	Director	Na	yes	12/2009	Apr 2, 2012	May 10, 2024
GRAU, JOHN, M. (MIO)	Director	Na	yes	04/2019	Mar 30, 2015	May 10, 2024
HASS, LAWRENCE, JOEL	Director	Na	yes	12/2009	Apr 2, 2012	May 10, 2024
KANNE, JEFFREY, JOHN	CHIEF EXECUTIVE OFFICER AND DIRECTOR	Na	yes	10/2008	Apr 2, 2012	May 10, 2024
KASMARK, RAYMOND, EUGENE	Director	Na	yes	01/2024	Mar 27, 2024	May 10, 2024
LONG, THOMAS, DAVID	Trustee	F	yes	01/2020	Mar 31, 2023	May 10, 2024
MARCO, JOHN, MICHAEL	Director	Na	yes	12/2015	Mar 30, 2016	May 10, 2024
NATIONAL ELECTRICAL BENEFIT FUND	Member	E	yes	03/2009	Apr 2, 2012	May 10, 2024
NOBLE, PAUL, A (MIO)	Trustee	F	yes	01/2023	Mar 30, 2016	May 10, 2024
NREA HOLDINGS, LLC	Member	E	yes	12/2009	Mar 31, 2017	May 10, 2024
QUEBE, DENNIS, F. (MIO)	Trustee	F	yes	01/2015	Mar 30, 2015	May 10, 2024
VERDI, KEVIN, MICHAEL	CHIEF INVESTMENT OFFICER	Na	yes	01/2010	Mar 31, 2017	May 10, 2024
WESTERHOLM, JERRY, R (MIO)	Director	Na	yes	04/2019	Jul 15, 2019	May 10, 2024
VERSACE, KIMBERLY, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	04/2023	May 1, 2023	May 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JAMES R. DIFEDE	n/a	n/a	n/a	N	no	n/a
LAWRENCE JOEL HASS	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$0	$0	48	22	0	n/a	n/a
2024	Mar 28, 2025	$0	$0	44	20	0	n/a	n/a
2023	Mar 27, 2024	n/a	n/a	48	32	0	n/a	n/a
2022	Mar 31, 2023	n/a	n/a	47	30	0	n/a	n/a
2021	Mar 31, 2022	n/a	n/a	51	23	0	n/a	n/a
2020	Mar 31, 2021	n/a	n/a	46	25	0	n/a	n/a
2019	Mar 30, 2020	n/a	n/a	40	22	2	n/a	n/a
2018	Mar 22, 2019	n/a	n/a	40	23	2	n/a	n/a
2017	Mar 31, 2018	n/a	n/a	30	18	2	n/a	n/a
2016	Mar 31, 2017	n/a	n/a	40	19	n/a	n/a	n/a
2015	Mar 30, 2016	n/a	n/a	45	19	n/a	n/a	n/a
2014	Mar 30, 2015	n/a	n/a	38	19	n/a	n/a	n/a
2013	Mar 31, 2014	n/a	n/a	41	18	n/a	n/a	n/a
2012	Mar 27, 2013	n/a	n/a	34	17	n/a	n/a	n/a
2011	Apr 2, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	48	44	0	0

Relationships

Controls (16)

← VERDI, KEVIN, MICHAELOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 31, 2017 to May 10, 2024factForm ADV
← KANNE, JEFFREY, JOHNOwnerCHIEF EXECUTIVE OFFICER AND DIRECTOR, ownership code NA, individual
Apr 2, 2012 to May 10, 2024factForm ADV
← DIFEDE, JAMES, ROBERTOwnerDIRECTOR, ownership code NA, individual
Apr 2, 2012 to May 10, 2024factForm ADV
← HASS, LAWRENCE, JOELOwnerDIRECTOR, ownership code NA, individual
Apr 2, 2012 to May 10, 2024factForm ADV
← GRAU, JOHN, M. (MIO)OwnerDIRECTOR, ownership code NA, individual
Mar 30, 2015 to May 10, 2024factForm ADV
← QUEBE, DENNIS, F. (MIO)OwnerTRUSTEE, ownership code F, individual
Mar 30, 2015 to May 10, 2024factForm ADV
← COLSON, JOHN, R. (MIO)OwnerDIRECTOR, ownership code NA, individual
Mar 30, 2016 to May 10, 2024factForm ADV
← NOBLE, PAUL, A (MIO)OwnerTRUSTEE, ownership code F, individual
Mar 30, 2016 to May 10, 2024factForm ADV
← AYIVORH, JEANNE, ABBOTTOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2017 to May 10, 2024factForm ADV
← COOPER, KENNETH, WELLSOwnerTRUSTEE, ownership code F, individual
Mar 9, 2018 to May 10, 2024factForm ADV
← WESTERHOLM, JERRY, R (MIO)OwnerDIRECTOR, ownership code NA, individual
Jul 15, 2019 to May 10, 2024factForm ADV
← LONG, THOMAS, DAVIDOwnerTRUSTEE, ownership code F, individual
Mar 31, 2023 to May 10, 2024factForm ADV
← KASMARK, RAYMOND, EUGENEOwnerDIRECTOR, ownership code NA, individual
Mar 27, 2024 to May 10, 2024factForm ADV
← MARCO, JOHN, MICHAELOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2016 to May 10, 2024factForm ADV
← NATIONAL ELECTRICAL BENEFIT FUNDOwnerMEMBER, ownership code E, domestic entity
Apr 2, 2012 to May 10, 2024factForm ADV
← NREA HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 31, 2017 to May 10, 2024factForm ADV

Owns (1)

← VERSACE, KIMBERLY, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 1, 2023 to May 10, 2024factForm ADV

Dated events

Occurred
Mar 27, 2024
Control person joined
Eugene Raymond Kasmark (Director) appeared on Schedule A of National Real Estate Advisors
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person left
P Larry Reidenbach (Director) no longer on Schedule A of National Real Estate Advisors (listed 2023-10-05, absent 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Oct 5, 2023
Control person left
Sue Laurie Mullett (Chief Financial Officer) no longer on Schedule A of National Real Estate Advisors (listed 2023-05-01, absent 2023-10-05)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person joined
David Long (Trustee) appeared on Schedule A of National Real Estate Advisors
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Control person joined
P Larry Reidenbach (Director) appeared on Schedule A of National Real Estate Advisors
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Control person left
J. Salvatore Chilia (Director) no longer on Schedule A of National Real Estate Advisors (listed 2019-07-15, absent 2020-03-30)
Form ADVobserved 5 days ago
Occurred
Jul 15, 2019
Control person joined
J. Salvatore Chilia (Director) appeared on Schedule A of National Real Estate Advisors
Form ADVobserved 5 days ago
Occurred
Jul 15, 2019
Control person joined
Jerry Westerholm (Director) appeared on Schedule A of National Real Estate Advisors
Form ADVobserved 5 days ago
Occurred
Jun 28, 2019
Control person left
Lawrence Michael Mchargue (Director) no longer on Schedule A of National Real Estate Advisors (listed 2019-03-22, absent 2019-06-28)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2019
Control person left
D. Edwin Hill (Director) no longer on Schedule A of National Real Estate Advisors (listed 2018-03-31, absent 2019-03-22)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2019
Control person left
Groves Catherine Ramsdell (Acting Chief Compliance Officer) no longer on Schedule A of National Real Estate Advisors (listed 2018-03-31, absent 2019-03-22)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1123dbde-8e8a-b4ac-6632-e40c2e339a65
First observed: Apr 2, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NATIONAL REAL ESTATE ADVISORS

NATIONAL REAL ESTATE ADVISORS, LLC, CRD 148615

WASHINGTON, DC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1123dbde-8e8a-b4ac-6632-e40c2e339a65

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AYIVORH, JEANNE, ABBOTT

CHIEF OPERATING OFFICER

yes

01/2010

Mar 31, 2017

May 10, 2024

COLSON, JOHN, R. (MIO)

Director

yes

12/2015

Mar 30, 2016

May 10, 2024

COOPER, KENNETH, WELLS

Trustee

yes

07/2017

Mar 9, 2018

May 10, 2024

DIFEDE, JAMES, ROBERT

Director

yes

12/2009

Apr 2, 2012

May 10, 2024

GRAU, JOHN, M. (MIO)

Director

yes

04/2019

Mar 30, 2015

May 10, 2024

HASS, LAWRENCE, JOEL

Director

yes

12/2009

Apr 2, 2012

May 10, 2024

KANNE, JEFFREY, JOHN

CHIEF EXECUTIVE OFFICER AND DIRECTOR

yes

10/2008

Apr 2, 2012

May 10, 2024

KASMARK, RAYMOND, EUGENE

Director

yes

01/2024

Mar 27, 2024

May 10, 2024

LONG, THOMAS, DAVID

Trustee

yes

01/2020

Mar 31, 2023

May 10, 2024

MARCO, JOHN, MICHAEL

Director

yes

12/2015

Mar 30, 2016

May 10, 2024

NATIONAL ELECTRICAL BENEFIT FUND

Member

yes

03/2009

Apr 2, 2012

May 10, 2024

NOBLE, PAUL, A (MIO)

Trustee

yes

01/2023

Mar 30, 2016

May 10, 2024

NREA HOLDINGS, LLC

Member

yes

12/2009

Mar 31, 2017

May 10, 2024

QUEBE, DENNIS, F. (MIO)

Trustee

yes

01/2015

Mar 30, 2015

May 10, 2024

VERDI, KEVIN, MICHAEL

CHIEF INVESTMENT OFFICER

yes

01/2010

Mar 31, 2017

May 10, 2024

WESTERHOLM, JERRY, R (MIO)

Director

yes

04/2019

Jul 15, 2019

May 10, 2024

VERSACE, KIMBERLY, MARIE

CHIEF COMPLIANCE OFFICER

04/2023

May 1, 2023

May 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JAMES R. DIFEDE

n/a

LAWRENCE JOEL HASS

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

n/a

2024

Mar 28, 2025

n/a

2023

Mar 27, 2024

n/a

2022

Mar 31, 2023

n/a

2021

Mar 31, 2022

n/a

2020

Mar 31, 2021

n/a

2019

Mar 30, 2020

n/a

2018

Mar 22, 2019

n/a

2017

Mar 31, 2018

n/a

2016

Mar 31, 2017

n/a

2015

Mar 30, 2016

n/a

2014

Mar 30, 2015

n/a

2013

Mar 31, 2014

n/a

2012

Mar 27, 2013

n/a

2011

Apr 2, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a