Navigate 401k, LLC
Navigate 401k, LLC is an SEC-registered ria in Birmingham, AL with $317.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Navigate 401k, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309466, SEC 801-119101, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $317.9M (2026-04-27)
- Firm type
- Ria
- Location
- Birmingham, AL
- Employees
- 4
- Clients
- 80
- CRD
- 309466
- Ownership
- HOPKINS, CALEB, RYAN; HUSSAR, CHRISTOPHER, NAGEL; LADDEN, JUSTIN, ROSS
How much AUM does Navigate 401k, LLC have?
Navigate 401k, LLC reported $317.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Navigate 401k, LLC?
Disclosed owners and executives of Navigate 401k, LLC include HOPKINS, CALEB, RYAN, HUSSAR, CHRISTOPHER, NAGEL, LADDEN, JUSTIN, ROSS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.