Caleb Hopkins has been Principal of Navigate Wealth Management since November 2014, is a control person of the firm and directly owns between 50% and 75% of it. Caleb Hopkins holds a Bachelor's in Finance from the University of Alabama at Birmingham and an MBA from the University of Alabama at Birmingham.
Navigate Wealth Management, LLC is a Birmingham, AL firm with $430M under management, 274 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Caleb R. Hopkins is a partner of Navigate Wealth Management, based in Birmingham, AL. He co-founded Navigate in 2014 and works with high-net-worth individuals and families to develop investment plans and manage investment portfolios. Before co-founding Navigate, he managed assets and investments for individuals, families and institutions for more than eight years.
Caleb Hopkins’ longest registration is the current one, 11 years at Navigate Wealth Management since 2015. Before joining Navigate Wealth Management in 2015, Caleb Hopkins was registered through Kinsight, LLC.
- Navigate 401k, LLCAlso current– present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 309466
- – present · 11 yearsBirmingham, AL · Adviser representative · Firm CRD 173770
- Kinsight, LLC– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 116047
Professional designations
Listed by Navigate Wealth Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Caleb Hopkins is registered as an investment adviser representative in 2 states. The first approvals date from February 2015; the most recent is Texas, in March 2024.
- AlabamaSince 19 February 2015
- TexasSince 21 March 2024
Examinations
No examinations are on Caleb Hopkins’s record.
- Full name
- Caleb Ryan Hopkins
- CRD
- 5847819
- Firm
- Navigate Wealth Management · CRD 173770
- Role
- Principal
- Office
- 2850 19TH STREET SOUTH, SUITE 350, Birmingham, AL 35209
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navigatewealth.com
Where does Caleb Hopkins work?
Caleb Hopkins has been Principal of Navigate Wealth Management, LLC since November 2014, and is a control person of the firm.
Is Caleb Hopkins a financial advisor?
Yes. Caleb Hopkins has a current investment-adviser registration in Alabama and Texas, through Navigate Wealth Management since February 2015.
How many years of experience does Caleb Hopkins have?
Caleb Hopkins has 15 years in the financial industry, since December 2010, across 3 adviser firms.
Where did Caleb Hopkins work before Navigate Wealth Management?
Before Navigate Wealth Management, Caleb Hopkins was registered through Kinsight, LLC, November 2010 to January 2015.
Where is Caleb Hopkins based?
Caleb Hopkins’ registered office is in Birmingham, AL.
Is Caleb Hopkins registered with FINRA?
No. Caleb Hopkins has no current broker registration.
Is Caleb Hopkins a CFP?
Navigate Wealth Management lists Caleb Hopkins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Caleb R. Hopkins, CFA, CFP® biography, navigatewealth.com
Is Caleb Hopkins a CFA charterholder?
Navigate Wealth Management lists Caleb Hopkins with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Caleb R. Hopkins, CFA, CFP® biography, navigatewealth.com
How can I verify Caleb Hopkins’ record?
Search CRD 5847819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Hopkins’ full registration record.
