{
  "crd_number": 339108,
  "slug": "naviant-partners-llc-fairhope-al-339108",
  "primary_business_name": "NAVIANT PARTNERS, LLC",
  "legal_name": "NAVIANT PARTNERS, LLC",
  "dbas": [],
  "city": "Fairhope",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "19300",
  "metro": {
    "cbsa_code": "19300",
    "common_name": "Daphne",
    "msa_name": "Daphne-Fairhope-Foley, AL",
    "path": "/advisors/al/daphne"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-25",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 177252204.0,
  "raum_discretionary": 177252204.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 22687153.0,
      "count": 73
    },
    "pension_profit_sharing": {
      "raum": 2419521.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 152145530.0,
      "count": 57
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/naviant-partners/posts?feedView=all",
    "https://naviantpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339108",
  "city_as_filed": "FAIRHOPE",
  "url": "https://advisorcensus.com/firm/naviant-partners-llc-fairhope-al-339108",
  "display_name": "Naviant Partners, LLC",
  "summary": "Naviant Partners, LLC is an SEC-registered investment advisory firm in Fairhope, AL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Naviant Partners, LLC (CRD 339108): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Naviant Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Naviant Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Naviant Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $200 to $250 an hour (Wealth planning services); Flat fee: up to $12,500 (Wealth planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Naviant Partners, LLC located?",
      "a": "Naviant Partners, LLC's principal office is in Fairhope, AL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Naviant Partners, LLC registered with the SEC or a state?",
      "a": "Naviant Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339108."
    },
    {
      "q": "How much does Naviant Partners, LLC manage?",
      "a": "Naviant Partners, LLC reports $177,252,204 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Naviant Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (57)."
    },
    {
      "q": "Which custodians does Naviant Partners, LLC use?",
      "a": "Naviant Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Naviant Partners, LLC report any disciplinary disclosures?",
      "a": "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/339108"
    },
    {
      "q": "Does Naviant Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"Naviant Partners generally does not impose a minimum relationship size.\""
    },
    {
      "q": "What changed in Naviant Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $0 to $177,252,204. Added an office in San Antonio, TX."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $0 to $177,252,204.",
        "Added an office in San Antonio, TX."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 to $250 an hour (Wealth planning services)",
      "Flat fee: up to $12,500 (Wealth planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Naviant Partners generally does not impose a minimum relationship size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $250 an hour (Wealth planning services)"
        ],
        "quotes": [
          "Naviant Partners offers wealth planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $200 to $250 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $12,500 (Wealth planning services)"
        ],
        "quotes": [
          "Fixed fee s range up to $12,500. Fees may be negotiable based on the nature and complexity of the services to be provided"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 250.0,
          "period": "hour",
          "service": "Wealth planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 12500.0,
          "period": "one_time",
          "service": "Wealth planning services"
        }
      ]
    },
    "quotes": [
      "Naviant Partners generally does not impose a minimum relationship size.",
      "Naviant Partners offers wealth planning services either on an hourly basis or a fixed engagement fee. Hourly fees range from $200 to $250 per hour.",
      "Fixed fee s range up to $12,500. Fees may be negotiable based on the nature and complexity of the services to be provided"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/naviant-partners-llc-fairhope-al-339108.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 22687153.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 152145530.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2419521.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339108",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}