# Naviant Partners, LLC

> 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.

- CRD: 339108
- Filed as: NAVIANT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairhope, AL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339108
- AdvisorCensus page: https://advisorcensus.com/firm/naviant-partners-llc-fairhope-al-339108

## Quick answers

**How is Naviant Partners, LLC compensated?**
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).

**Where is Naviant Partners, LLC located?**
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).

**Is Naviant Partners, LLC registered with the SEC or a state?**
Naviant Partners, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339108.

**How much does Naviant Partners, LLC manage?**
Naviant Partners, LLC reports $177,252,204 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Naviant Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (57).

**Which custodians does Naviant Partners, LLC use?**
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.

**Does Naviant Partners, LLC 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/339108

**Does Naviant Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Naviant Partners generally does not impose a minimum relationship size."

**What changed in Naviant Partners, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Account minimum: None

> Naviant Partners generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $177,252,204
- Discretionary: $177,252,204
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $22,687,153 |
| High net worth individuals | 57 | $152,145,530 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,419,521 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 11 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- naviantpartners.com
- LinkedIn @naviant-partners

## Changes in the filing (last 12 months)

### April 2026
- 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.

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Naviant Partners, LLC (CRD 339108): Form ADV filing data as of October 2026.