Navalign, LLC
● SEC registered since 2006CRD 119919SEC# 801-66206Encino, CA
Reg. AUM
$731.9M
Employees
10
Accounts
1,906
Location
Encino, CA
Navalign, LLC assets under management
Navalign, LLC is a registered investment adviser overseen by the SEC based in Encino, CA. The firm has been registered since 2006. It reports $731.9 million in regulatory assets under management and employs 10 people.
Navalign, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Matthew Carter Control | Member's Estate | 10-25% | 2002 |
| David William Jacobs Control | Member | 25-50% | 2002 |
| Matthew J Stadelman Control | Member, Chief Compliance Officer | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Navalign, LLC manage?
Navalign, LLC reports $731.9 million in regulatory assets under management on its Form ADV.
How many employees does Navalign, LLC have?
Navalign, LLC reports 10 employees.
Where is Navalign, LLC located?
Navalign, LLC is based in Encino, CA and has been SEC-registered since 2006.
Does Navalign, LLC disclose fund performance?
Navalign, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15910 Ventura Blvd, Suite 1605, Encino, CA 91436 |
| Phone | 818-728-4500 |
| Fax | 818-728-4556 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1820593 |
| Discloses disciplinary history | No |
Regulatory AUM
$731.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$731.9Mregulatory AUM
Discretionary $731.9M