Chase Cawyer has been Wealth Management Advisor/Member of Navigo Wealth Management since August 2014, is a control person of the firm and directly owns between 5% and 10% of it. Chase Cawyer holds a BBA in Marketing from Abilene Christian University and an MBA from Texas Tech University.
Navigo Wealth Management, LLC is a firm with $130M under management, 155 clients and 6 advisers across 6 offices, as of its April 2026 filing.
Chase Cawyer is Wealth Management Advisor of Navigo Wealth Management, which he joined in the fall of 2014. He is a full-time practicing medical sub-specialist and works as an investment advisor, reaching out to clients in the healthcare field.
- – present · 12 yearsBirmingham, AL · Adviser representative · Firm CRD 146265
Investment adviser representative registrations
Chase Cawyer is registered as an investment adviser representative in 2 states. The first approvals date from September 2014; the most recent is Alabama, in January 2017.
- AlabamaSince 27 January 2017
- TexasSince 18 September 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chase Robert Cawyer
- CRD
- 6386566
- Firm
- Navigo Wealth Management · CRD 146265
- Role
- Wealth Management Advisor/Member
- Office
- Birmingham, AL
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navigowealth.com
Where does Chase Cawyer work?
Chase Cawyer has been Wealth Management Advisor/Member of Navigo Wealth Management, LLC since August 2014, and is a control person of the firm.
Is Chase Cawyer a financial advisor?
Yes. Chase Cawyer has a current investment-adviser registration in Alabama and Texas, through Navigo Wealth Management since September 2014.
How many years of experience does Chase Cawyer have?
Chase Cawyer has 12 years in the financial industry, since September 2014, across 1 adviser firm.
What exams has Chase Cawyer passed?
Chase Cawyer passed the Series 65 in September 2014.
Where is Chase Cawyer based?
Chase Cawyer’s registered office is in Birmingham, AL.
Is Chase Cawyer registered with FINRA?
No. Chase Cawyer has no current broker registration.
How can I verify Chase Cawyer’s record?
Search CRD 6386566 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chase Cawyer’s full registration record.
