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Firm profile

Naylor & Company

CRD 124924Registration Status: ApprovedEffective since May 20, 2026Latest ADV July 22, 2026

Naylor & Company is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated July 22, 2026, reports $103M in regulatory assets under management, 5 employees, 2 offices, and 240 accounts.

Assets Under Management
$103M
Employees
5
Offices
2 offices
Total Clients
105
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOChad D. Naylor
CCOChad D. Naylor
COODmitriy Bolotnyy

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
59
2
HNWI
41.0%
43
3
Pension Plans
2.9%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$103Mas of July 22, 2026
Discretionary98.9%
$102M
99% of total RAUM98.9%
Non-discretionary1.1%
$1M
1% of total RAUM1.1%
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.

Total AUM$103M
Total Accounts240
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee21:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.