{
  "crd_number": 311508,
  "slug": "naviter-wealth-llc-little-rock-ar-311508",
  "primary_business_name": "NAVITER WEALTH, LLC",
  "legal_name": "NAVITER WEALTH, LLC",
  "dbas": [
    "NAVITER TRUST"
  ],
  "city": "Little Rock",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "30780",
  "metro": {
    "cbsa_code": "30780",
    "common_name": "Little Rock",
    "msa_name": "Little Rock-North Little Rock-Conway, AR",
    "path": "/advisors/ar/little-rock"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 1872199000.0,
  "raum_discretionary": 1872199000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 28091000.0,
      "count": 11
    },
    "individuals": {
      "raum": 23261000.0,
      "count": 79
    },
    "pension_profit_sharing": {
      "raum": 67335000.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 1694044000.0,
      "count": 253
    },
    "corporations_other_businesses": {
      "raum": 59468000.0,
      "count": 12
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "KY",
    "LA",
    "MO",
    "MS",
    "NC",
    "NE",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/naviterwealth",
    "https://naviterwealth.com",
    "https://x.com/NaviterWealth",
    "https://youtube.com/@NaviterWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311508",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "LITTLE ROCK",
  "url": "https://advisorcensus.com/firm/naviter-wealth-llc-little-rock-ar-311508",
  "display_name": "Naviter Wealth, LLC",
  "summary": "Naviter Wealth, LLC is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Naviter Wealth, LLC (CRD 311508): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based 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)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Naviter Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Naviter Wealth, 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."
    },
    {
      "q": "Where is Naviter Wealth, LLC located?",
      "a": "Naviter Wealth, LLC's principal office is in Little Rock, AR, according to its Form ADV."
    },
    {
      "q": "Is Naviter Wealth, LLC registered with the SEC or a state?",
      "a": "Naviter Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311508."
    },
    {
      "q": "How much does Naviter Wealth, LLC manage?",
      "a": "Naviter Wealth, LLC reports $1,872,199,000 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Naviter Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Naviter Wealth, LLC: Regulatory assets under management: $521,711,000 in the October 2021 data and $1,872,199,000 in the October 2026 data, up 259%. Total employees: 6 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Naviter Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (253); individuals (other than high net worth individuals) (79); corporations or other businesses not listed above (12)."
    },
    {
      "q": "Which custodians does Naviter Wealth, LLC use?",
      "a": "Naviter Wealth, 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 Naviter Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311508"
    },
    {
      "q": "What changed in Naviter Wealth, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $1,601,900,000 to $1,872,199,000 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 521711000.0,
      "total_employees": 6,
      "filing_date": "2021-09-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 558163000.0,
      "total_employees": 7,
      "filing_date": "2022-07-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 785912666.0,
      "total_employees": 7,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1310303346.0,
      "total_employees": 13,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1454171895.0,
      "total_employees": 17,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1872199000.0,
      "total_employees": 15,
      "filing_date": "2026-09-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $1,601,900,000 to $1,872,199,000 (+17%)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in KY."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 13.",
        "Regulatory assets under management went from $1,454,171,895 to $1,601,900,000 (+10%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "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/naviter-wealth-llc-little-rock-ar-311508.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 79,
      "fewer_than_5": false,
      "raum": 23261000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 253,
      "fewer_than_5": false,
      "raum": 1694044000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 67335000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 28091000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 59468000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/311508",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}