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Isabel Haring Naumann

Investment Adviser Representative at Dimensional FUND Advisors LP

Austin, TXCRD #8040002Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Isabel Haring Naumann is an investment adviser representative with Dimensional FUND Advisors LP in Austin, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

6300 Bee Cave Road, Building One
Austin, TX 78746

Advisors at this office: 210

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
49 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/11/2025
Series 7
General Securities Representative Examination
Passed 3/7/2025
SIE
Securities Industry Essentials Examination
Passed 1/31/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Dimensional FUND Advisors LPCurrent
11/12/2025 – Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Dimensional Fund Advisors
    Feb 2025 – no end date reportedAustin, TX
  2. Tiffany & Co.
    Jan 2020 – Jul 2022New York, NY
  3. Unemployed
    Jul 2022 – Jan 2023Austin, TX
  4. Douglas Elliman Real Estate
    Oct 2017 – Jan 2020New York, NY
  5. Solstice Residential Group, LLC
    Jul 2017 – Oct 2017New York, NY
  6. CORE
    Jul 2017 – Oct 2017New York, NY
  7. Full-time Education
    Aug 2016 – May 2017Fort Worth, TX
  8. Extended Travel
    May 2017 – Jul 2017San Antonio, TX
  9. Dimensional Fund Advisors
    Jan 2023 – Jan 2024Austin, TX
  10. Dimensional Fund Advisors
    Jan 2024 – Feb 2025Austin, TX

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Dimensional FUND Advisors LP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
Firm account minimum
$250,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Equity and fixed income funds managed using a systematic, evidence-based investment approach that targets higher expected returns by using market data and pricing information to manage risk and seek outperformance of benchmarks.

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Evidence-based InvestingFinancial ScienceEquity FundsFixed Income FundsSystematic InvestingLong-term InvestingNobel Prize-winning ResearchBenchmark OutperformanceRisk Management

Client types the firm serves

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
260
Offices listed on AdvisorFinder:
3
Main office:
Austin, TX
SEC file number:
801-16283

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 24, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Isabel Haring Naumann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Isabel Haring Naumann (Dimensional FUND Advisors)