Naviquant is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 18, 2026, reports $199M in regulatory assets under management, 1 employee, and 190 accounts.
Top client segmentIndividuals represent 97.2% of total clients.
Top client categories% of clientsClients
1
Individuals
97.2%
176
2
Pooled Investment Vehicles
2.8%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of March 18, 2026
Discretionary100.0%
$199M
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$199M
Total Accounts190
10Y AUM Change+$199M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee181:1
10Y Employee Change-1 (-50.0%)
* 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.