Naviant Partners, LLC
● SEC registered since 2025CRD 339108SEC# 801-134802Fairhope, AL
Reg. AUM
$177.3M
Employees
11
Accounts
443
Location
Fairhope, AL
Naviant Partners, LLC assets under management
Naviant Partners, LLC is an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 2025. It reports $177.3 million in regulatory assets under management and employs 11 people.
Naviant Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Downey Pilot Control | Managing Member | Under 5% | 2025 |
| Charles Thomas Gross Control | Managing Member | Under 5% | 2025 |
| Jonathan Dean Kipp Control | Partner And Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Naviant Partners, LLC manage?
Naviant Partners, LLC reports $177.3 million in regulatory assets under management on its Form ADV.
How many employees does Naviant Partners, LLC have?
Naviant Partners, LLC reports 11 employees.
Where is Naviant Partners, LLC located?
Naviant Partners, LLC is based in Fairhope, AL and has been SEC-registered since 2025.
Does Naviant Partners, LLC disclose fund performance?
Naviant Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 314 Magnolia Avenue, Ste 300, Fairhope, AL 36532 |
| Phone | (251) 725-9977 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.3MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$177.3Mregulatory AUM
Discretionary $177.3M