Navigate 401k, LLC
● SEC registered since 2020CRD 309466SEC# 801-119101Birmingham, AL
Reg. AUM
$317.9M
Employees
4
Accounts
80
Location
Birmingham, AL
Navigate 401k, LLC assets under management
Navigate 401k, LLC operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2020. It reports $317.9 million in regulatory assets under management and employs 4 people.
Navigate 401k, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Ryan Hopkins Control | Managing Member / Cco | 25-50% | 2020 |
| Christopher Nagel Hussar Control | Managing Member | 25-50% | 2020 |
| Justin Ross Ladden Control | Managing Member | 25-50% | 2024 |
Frequently asked questions
How much does Navigate 401k, LLC manage?
Navigate 401k, LLC reports $317.9 million in regulatory assets under management on its Form ADV.
How many employees does Navigate 401k, LLC have?
Navigate 401k, LLC reports 4 employees.
Where is Navigate 401k, LLC located?
Navigate 401k, LLC is based in Birmingham, AL and has been SEC-registered since 2020.
Does Navigate 401k, LLC disclose fund performance?
Navigate 401k, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2850 19th Street South, Suite 350, Birmingham, AL 35209 |
| Phone | 205-224-9502 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.9M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$317.9Mregulatory AUM
Discretionary $317.9M