# Navy Federal Investment Services, LLC

> Navy Federal Investment Services, LLC is an SEC-registered investment advisory firm in Vienna, VA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 138459
- Filed as: NAVY FEDERAL INVESTMENT SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/138459
- AdvisorCensus page: https://advisorcensus.com/firm/navy-federal-investment-services-llc-vienna-va-138459

## Quick answers

**How is Navy Federal Investment Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Navy Federal Investment Services, LLC 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 Navy Federal Investment Services, LLC located?**
Navy Federal Investment Services, LLC's principal office is in Vienna, VA, according to its Form ADV; the October 2026 filing also lists 23 other offices (Schedule D, Section 1.F).

**Is Navy Federal Investment Services, LLC registered with the SEC or a state?**
Navy Federal Investment Services, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 138459.

**How much does Navy Federal Investment Services, LLC manage?**
Navy Federal Investment Services, LLC reports $2,100,125,394 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (0% discretionary).

**How have Navy Federal Investment Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Navy Federal Investment Services, LLC: Regulatory assets under management: $726,306,540 in the October 2021 data and $2,100,125,394 in the October 2026 data, up 189%. Total employees: 116 in October 2021 and 206 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Navy Federal Investment Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,093); high net worth individuals (331).

**Which custodians does Navy Federal Investment Services, LLC use?**
Navy Federal Investment Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Navy Federal Investment Services, 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/138459

**What changed in Navy Federal Investment Services, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Chantilly, VA. No longer lists an office in Centreville, VA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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: $2,100,125,394
- Discretionary: $0
- Non-discretionary: $2,100,125,394

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7,093 | $1,677,419,015 |
| High net worth individuals | 331 | $422,706,379 |

### 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (19 years)
- Employees: 206 total, 147 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Annapolis, MD
- Chantilly, VA
- Chesapeake, VA
- Groton, CT
- Jacksonville, FL
- Kailua, HI
- Lexington Park, MD
- Newport, RI
- Norfolk, VA
- Oceanside, CA
- Pensacola, FL
- Reston, VA
- Rockville, MD
- Saint Marys, GA
- San Diego, CA
- Silverdale, WA
- Springfield, VA
- Stafford, VA
- Tampa, FL
- Vienna, VA
- Virginia Beach, VA
- Washington, DC
- Winter Park, FL

### Websites listed on Form ADV (Item 1.I)
- navyfederal.org/investment-services

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $726,306,540 | 116 | March 16, 2021 |
| October 2022 | $899,083,385 | 136 | July 14, 2022 |
| October 2023 | $852,387,830 | 136 | March 28, 2023 |
| October 2024 | $1,472,814,495 | 151 | May 24, 2024 |
| October 2025 | $1,713,608,579 | 176 | March 28, 2025 |
| October 2026 | $2,100,125,394 | 206 | September 30, 2026 |

Regulatory assets under management: $726,306,540 in the October 2021 data and $2,100,125,394 in the October 2026 data, up 189%.
Total employees: 116 in October 2021 and 206 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Chantilly, VA.
- No longer lists an office in Centreville, VA.

### April 2026
- Employees performing advisory functions went from 91 to 147.
- Regulatory assets under management went from $1,713,608,579 to $2,100,125,394 (+23%).
- Changed its office addresses in Rockville, MD.
- Changed its office addresses in Washington, DC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Navy Federal Investment Services, LLC (CRD 138459): Form ADV filing data as of October 2026.