MAPLE GROVE, MNCRD 332831Latest ADV January 27, 2026
Fpnavigators is an SEC registered investment adviser organized as a corporation with a primary office location in Maple Grove, MN. Its latest Form ADV filing, dated January 27, 2026, reports $355M in regulatory assets under management, 8 employees, and 1,653 accounts.
Assets Under Management
$355M
Employees
8
Offices
--
Total Clients
433
Primary office
MAPLE GROVE, MN
7365 KIRKWOOD COURT N, SUITE 330, MAPLE GROVE, MN, United States
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
342
2
HNWI
16.2%
70
3
Corporations
4.4%
19
4
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$355Mas of January 27, 2026
Discretionary100.0%
$355M
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$355M
Total Accounts1,653
10Y AUM Change+$355M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee54:1
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.