Navpoint Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Prior Lake, MN. Its latest Form ADV filing, dated March 25, 2026, reports $752M in regulatory assets under management, 7 employees, and 945 accounts.
Assets Under Management
$752M
Employees
7
Offices
--
Total Clients
229
Primary office
PRIOR LAKE, MN
16180 HASTINGS AVE SE SUITE 301, PRIOR LAKE, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.1% of total clients.
Top client categories% of clientsClients
1
HNWI
82.1%
188
2
Individuals
17.9%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$752Mas of March 25, 2026
Discretionary98.4%
$740M
98% of total RAUM98.4%
Non-discretionary1.6%
$12M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$752M
Total Accounts945
10Y AUM Change+$377M (+100.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee33:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.