Navian Investment Management, LLC
CRD 343784SEC# 801-137154Cincinnati, OH
No longer SEC-registered. Navian Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
4
Accounts
—
Location
Cincinnati, OH
Navian Investment Management, LLC assets under management
Navian Investment Management, LLC is an SEC-registered investment adviser based in Cincinnati, OH. It employs 4 people.
Navian Investment Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Braden Vincent Beals Control | Investment Lead | Under 5% | 2026 |
| Kevin Jay Rich | Chief Compliance Officer | Under 5% | 2026 |
| Louis Anthony Lemos Control | Chief Operations Officer | Under 5% | 2026 |
| Navian Asset Management, LLC Control | Member | Over 75% | 2026 |
| Timothy John Bonacci Control | Chief Executive Officer | Under 5% | 2026 |
| Navian Capital, LLC Control | Member | Over 75% | 2025 |
| Timothy John Bonacci Control | Member | 25-50% | 2005 |
Frequently asked questions
How many employees does Navian Investment Management, LLC have?
Navian Investment Management, LLC reports 4 employees.
Where is Navian Investment Management, LLC located?
Navian Investment Management, LLC is based in Cincinnati, OH.
Does Navian Investment Management, LLC disclose fund performance?
Navian Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Walnut Street, Suite 2500, Cincinnati, OH 45202 |
| Office hours | 9-5 |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,824 advisers