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They include 120 high-net-worth individuals, 104 individual clients, and 12 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Napier Financial offer?","answer":"Napier Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, business succession planning, estate planning, family office services, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Napier Financial charge?","answer":"Napier Financial charges up to 1.50% a year for its Investment management. The fee is billed in advance or in arrears and is negotiable.","source":"PART 2A BROCHURE, filed 17 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Napier Financial use?","answer":"Napier Financial’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $531M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Napier Financial have?","answer":"Napier Financial has 0 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Napier Financial invest in?","answer":"At the end of its last fiscal year, Napier Financial’s separately managed accounts held 72% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 8% non-exchange-traded equities, 3% U.S. government and agency bonds, 2% other, 1% state and local bonds and 1% cash and equivalents. The 2% other category is described as: Annuities, Alts, Master Limited Partnership, Preferred Stock, Structured Products, Variable Annuities, Warrant.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Napier Financial?","answer":"Napier Financial’s direct owners are Alexander Weiss, John Napolitano and Robert Napolitano, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Napier Financial get paid?","answer":"Napier Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}