Naviant Partners, LLC
Naviant Partners, LLC is an SEC-registered wealth manager in Fairhope, AL with $177.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Naviant Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339108, SEC 801-134802, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $177.3M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Fairhope, AL
- Employees
- 11
- Clients
- 130
- CRD
- 339108
- Ownership
- PILOT, BRANDON, DOWNEY; GROSS, CHARLES, THOMAS; KIPP, JONATHAN, DEAN; KIPP, JONATHAN; NAVIANT PARTNERS HOLDINGS, LLC
How much AUM does Naviant Partners, LLC have?
Naviant Partners, LLC reported $177.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Naviant Partners, LLC?
Disclosed owners and executives of Naviant Partners, LLC include PILOT, BRANDON, DOWNEY, GROSS, CHARLES, THOMAS, KIPP, JONATHAN, DEAN, KIPP, JONATHAN, NAVIANT PARTNERS HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.