# Navimed Capital Advisors, LLC

> Navimed Capital Advisors, LLC is an SEC-registered investment advisory firm in Rosslyn, VA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 169508
- Filed as: NAVIMED CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rosslyn, VA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169508
- AdvisorCensus page: https://advisorcensus.com/firm/navimed-capital-advisors-llc-rosslyn-va-169508

## Quick answers

**How is Navimed Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Navimed Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Navimed Capital Advisors, LLC located?**
Navimed Capital Advisors, LLC's principal office is in Rosslyn, VA, according to its Form ADV.

**Is Navimed Capital Advisors, LLC registered with the SEC or a state?**
Navimed Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 169508.

**How much does Navimed Capital Advisors, LLC manage?**
Navimed Capital Advisors, LLC reports $904,947,000 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Navimed Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Navimed Capital Advisors, LLC: Regulatory assets under management: $392,195,096 in the October 2021 data and $904,947,000 in the October 2026 data, up 131%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Navimed Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Navimed Capital Advisors, 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/169508

**What changed in Navimed Capital Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $904,947,000
- Discretionary: $904,947,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $904,947,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 14 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [navimed.com](https://navimed.com)
- Facebook @NaviMedCapital
- LinkedIn @navimed-capital
- X @NAVIMED

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $392,195,096 | 9 | March 29, 2021 |
| October 2022 | $518,249,496 | 10 | March 30, 2022 |
| October 2023 | $491,946,367 | 11 | March 31, 2023 |
| October 2024 | $474,728,879 | 11 | March 28, 2024 |
| October 2025 | $918,788,000 | 11 | March 28, 2025 |
| October 2026 | $904,947,000 | 14 | April 27, 2026 |

Regulatory assets under management: $392,195,096 in the October 2021 data and $904,947,000 in the October 2026 data, up 131%.
Total employees: 9 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 10 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navimed Capital Advisors, LLC (CRD 169508): Form ADV filing data as of October 2026.