# Naworski Investments

> Naworski Investments is a state-registered investment advisory firm, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 114585
- Filed as: NAWORSKI INVESTMENTS
- Legal name: Naworski Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114585
- AdvisorCensus page: https://advisorcensus.com/firm/naworski-investments-114585

## Quick answers

**How is Naworski Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Naworski Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Naworski Investments registered with the SEC or a state?**
Naworski Investments is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 114585.

**How much does Naworski Investments manage?**
Naworski Investments reports $45,145,114 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Naworski Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (14).

**Does Naworski Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114585

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $45,145,114
- Discretionary: $45,145,114
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $9,875,225 |
| High net worth individuals | 14 | $35,269,889 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [naworskiinvestments.com](https://naworskiinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Naworski Investments (CRD 114585): Form ADV filing data as of October 2026.