SALT LAKE CITY, UTCRD 325945Latest ADV January 30, 2026
Navigate Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated January 30, 2026, reports $338M in regulatory assets under management, 3 employees, and 278 accounts.
Assets Under Management
$338M
Employees
3
Offices
--
Total Clients
161
Primary office
SALT LAKE CITY, UT
999 E. MURRAY HOLLADAY RD, SUITE 202, SALT LAKE CITY, UT, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
115
2
Pension Plans
23.6%
38
3
HNWI
3.7%
6
4
Corporations
1.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of January 30, 2026
Discretionary23.6%
$80M
24% of total RAUM23.6%
Non-discretionary76.4%
$258M
76% of total RAUM76.4%
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$338M
Total Accounts278
10Y AUM Change+$338M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee54:1
10Y Employee Change+2 (+200.0%)
* 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.