# Navarro Asset Management, LLC

> Navarro Asset Management, LLC is a state-registered investment advisory firm in Schaumburg, IL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 318323
- Filed as: NAVARRO ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Schaumburg, IL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318323
- AdvisorCensus page: https://advisorcensus.com/firm/navarro-asset-management-llc-schaumburg-il-318323

## Quick answers

**How is Navarro Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Navarro Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Navarro Asset Management, LLC located?**
Navarro Asset Management, LLC's principal office is in Schaumburg, IL, according to its Form ADV.

**Is Navarro Asset Management, LLC registered with the SEC or a state?**
Navarro Asset Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318323.

**How much does Navarro Asset Management, LLC manage?**
Navarro Asset Management, LLC reports $94,815 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**Does Navarro Asset Management, 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/318323

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,815
- Discretionary: $94,815
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $94,815 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navarro Asset Management, LLC (CRD 318323): Form ADV filing data as of October 2026.
