REDWOOD SHORES, CACRD 130982Latest ADV March 26, 2026
Navigation Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Redwood Shores, CA. Its latest Form ADV filing, dated March 26, 2026, reports $1.0B in regulatory assets under management, 6 employees, and 1,394 accounts.
Assets Under Management
$1.0B
Employees
6
Offices
--
Total Clients
342
Primary office
REDWOOD SHORES, CA
3 LAGOON DRIVE, SUITE 110, REDWOOD SHORES, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.3% of total clients.
Top client categories% of clientsClients
1
HNWI
74.3%
254
2
Individuals
22.2%
76
3
Pension Plans
1.8%
6
4
Charitable
0.9%
3
5
Corporations
0.9%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 26, 2026
Discretionary97.4%
$986M
97% of total RAUM97.4%
Non-discretionary2.6%
$26M
3% of total RAUM2.6%
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$1.0B
Total Accounts1,394
10Y AUM Change+$671M (+197.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee57:1
10Y Employee Change-1 (-14.3%)
* 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.