Naviant Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairhope, AL. Its latest Form ADV filing, dated March 23, 2026, reports $177M in regulatory assets under management, 11 employees, 2 offices, and 443 accounts.
Assets Under Management
$177M
Employees
11
Offices
2 offices
Total Clients
130
Primary office
FAIRHOPE, AL
314 MAGNOLIA AVENUE, STE 300, FAIRHOPE, AL, United States
Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
73
2
HNWI
43.8%
57
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of March 23, 2026
Discretionary100.0%
$177M
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$177M
Total Accounts443
10Y AUM Change+$177M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee12:1
10Y Employee Change+2 (+22.2%)
* 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.