Navigate 401K, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated April 27, 2026, reports $318M in regulatory assets under management, 4 employees, 1 office, and 80 accounts.
Assets Under Management
$318M
Employees
4
Offices
1 office
Total Clients
80
Primary office
BIRMINGHAM, AL
2850 19TH STREET SOUTH, SUITE 350, BIRMINGHAM, AL, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$318Mas of April 27, 2026
Discretionary100.0%
$318M
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$318M
Total Accounts80
10Y AUM Change+$318M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee20:1
10Y Employee Change+2 (+100.0%)
* 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.