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Napier Financial, LLC

● SEC registered since 2025CRD 336725SEC# 801-133755Braintree, MA
Export (members)
Reg. AUM
$587.9M
Employees
14
Accounts
993
Location
Braintree, MA

Napier Financial, LLC assets under management

Napier Financial, LLC is an investment advisory firm registered with the SEC based in Braintree, MA. The firm has been registered since 2025. It reports $587.9 million in regulatory assets under management and employs 14 people.

Napier Financial, LLC owners & executives

7 reported
NameTitleOwnershipSince
Alexander Gregory Weiss ControlMember, Cco25-50%2025
John Paul Napolitano ControlMember25-50%2025
Robert Christopher NapolitanoMember10-25%2025
Shaun Michael DacunhaMemberUnder 5%2025
Thomas Hastings FletcherMemberUnder 5%2025
Thomas William SchulteMemberUnder 5%2025
William Farrell O'Sullivan ClementMemberUnder 5%2025

Frequently asked questions

How much does Napier Financial, LLC manage?

Napier Financial, LLC reports $587.9 million in regulatory assets under management on its Form ADV.

How many employees does Napier Financial, LLC have?

Napier Financial, LLC reports 14 employees.

Where is Napier Financial, LLC located?

Napier Financial, LLC is based in Braintree, MA and has been SEC-registered since 2025.

Does Napier Financial, LLC disclose fund performance?

Napier Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184
Phone781-884-2300
Office hours9a.m. -5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$587.9M▲ 14%
Aug '25 — $517.7MSep '25 — $517.7MOct '25 — $517.7MNov '25 — $517.7MDec '25 — $517.7MJan '26 — $517.7MFeb '26 — $550.1MMar '26 — $550.1MApr '26 — $550.1MMay '26 — $550.1MJun '26 — $550.1MJul '26 — $587.9M
Aug '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,306 advisers
EmployeesTop 32%
More than 68% of 16,824 advisers

Assets under management

$587.9Mregulatory AUM
Discretionary $547MNon-discretionary $40.9M