# NAV Financial, LLC

> NAV Financial, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.

- CRD: 331534
- Filed as: NAV FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331534
- AdvisorCensus page: https://advisorcensus.com/firm/nav-financial-llc-san-francisco-ca-331534

## Quick answers

**How is NAV Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), NAV Financial, LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is NAV Financial, LLC located?**
NAV Financial, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is NAV Financial, LLC registered with the SEC or a state?**
NAV Financial, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331534.

**Does NAV Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331534

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nav-financial.com](https://nav-financial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. NAV Financial, LLC (CRD 331534): Form ADV filing data as of October 2026.