Firm profile

NAVIMED CAPITAL ADVISORS, LLC

ROSSLYN, VACRD 169508Latest ADV April 27, 2026

Navimed Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rosslyn, VA. Its latest Form ADV filing, dated April 27, 2026, reports $905M in regulatory assets under management, 14 employees, and 4 accounts.

Assets Under Management
$905M
Employees
14
Offices
--
Total Clients
<5
Primary office
ROSSLYN, VA
1300 WILSON BOULEVARD, SUITE 910, ROSSLYN, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORyan M. Schwarz
CFOBrian T. Canann

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$905Mas of April 27, 2026
Discretionary100.0%
$905M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$905M
Total Accounts4
10Y AUM Change+$622M (+219.3%)

Employee Growth by Quarter

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

Total Employees14
Clients per Employee0:1
10Y Employee Change+6 (+75.0%)

* 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.