# Navian Investment Management

> Navian Investment Management is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 343784
- Filed as: NAVIAN INVESTMENT MANAGEMENT
- Legal name: Navian Investment Management, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343784
- AdvisorCensus page: https://advisorcensus.com/firm/navian-investment-management-cincinnati-oh-343784

## Quick answers

**How is Navian Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Navian Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Navian Investment Management located?**
Navian Investment Management's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Navian Investment Management registered with the SEC or a state?**
Navian Investment Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343784.

**How much does Navian Investment Management manage?**
Navian Investment Management reports $0 in regulatory assets under management in its Form ADV filing dated July 31, 2026.

**Does Navian Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343784

**What changed in Navian Investment Management's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

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

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navian Investment Management (CRD 343784): Form ADV filing data as of October 2026.