Navigen, LLC
CRD 145458SEC# 801-114856Green Bay, WI
No longer SEC-registered. Navigen, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$187.8M
Employees
2
Accounts
602
Location
Green Bay, WI
Navigen, LLC assets under management
Navigen, LLC operates as an SEC-registered investment adviser based in Green Bay, WI. It reports $187.8 million in regulatory assets under management and employs 2 people.
Navigen, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Gene Nagel Control | Chief Compliance Officer / Managing Member | Over 75% | 2008 |
| Todd William Nagel | Member | 5-10% | 2018 |
Frequently asked questions
How much does Navigen, LLC manage?
Navigen, LLC reports $187.8 million in regulatory assets under management on its Form ADV.
How many employees does Navigen, LLC have?
Navigen, LLC reports 2 employees.
Where is Navigen, LLC located?
Navigen, LLC is based in Green Bay, WI.
Does Navigen, LLC disclose fund performance?
Navigen, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2300 Riverside Drive, Green Bay, WI 54301 |
| Office hours | 9:00 a.m.- 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$187.8MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$187.8Mregulatory AUM
Discretionary $187.8M