Overview
Assets Under Management: $177 million
Headquarters: FAIRHOPE, AL
High-Net-Worth Clients: 57
Average Client Assets: $2.7 million
Frequently Asked Questions
NAVIANT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339108), NAVIANT PARTNERS, LLC is subject to fiduciary duty under federal law.
NAVIANT PARTNERS, LLC is headquartered in FAIRHOPE, AL.
NAVIANT PARTNERS, LLC serves 57 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, NAVIANT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NAVIANT PARTNERS, LLC manages $177 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, NAVIANT PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.84%
Average Client Assets: $2.7 million
Total Client Accounts: 443
Discretionary Accounts: 443
Regulatory Filings
CRD Number: 339108
Filing ID: 2076601
Last Filing Date: 2026-03-23 11:00:16