Charles Gross is a control person of Naviant Partners and directly owns under 5% of it. Charles Gross holds a Master of Accountancy from Auburn University. Charles Gross studied at Birmingham-Southern College.
Naviant Partners is an investment adviser based in Fairhope, AL, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $177 million, as filed on 23 March 2026. Its fees, ownership and offices are on the firm’s profile.
Thomas Gross is Managing Partner of Naviant Partners, where he leads the firm's operational execution and strategic initiatives. He began his career at KPMG before moving into corporate finance at Daniel Corporation. He later served as CFO and Partner at 68 Ventures and as Partner and CFO of C/Sharpe.
Professional designations
Listed by Naviant Partners
- Chartered Financial Analyst (CFA)
- CRD
- 8179890
- Firm
- Naviant Partners · CRD 339108
- Role
- Managing Member
- In role since
- October 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Fairhope, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- naviantpartners.com
Where does Charles Gross work?
Charles Gross has been Managing Member of Naviant Partners, LLC since October 2025, and is a control person of the firm.
Is Charles Gross a CFA charterholder?
Naviant Partners lists Charles Gross with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Charles Gross’ record?
Charles Gross’ role is listed on Naviant Partners, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 339108.