Naviant Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Naviant Partners reports 130 clients. They include 73 individual clients and 57 high-net-worth individuals. Of its assets, 100.0% ($177M across 443 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 13% |
| High-net-worth individuals | 44% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $22.7M | 12.8% | $311K |
| High-net-worth individuals | 57 | $152M | 85.8% | $2.67M |
| Pension and profit-sharing plans | Fewer than 5 | $2.42M | 1.4% | — |
| Total | 130 | $177M | 100% | — |
- Clients
- 73
- Regulatory AUM
- $22.7M
- AUM share
- 12.8%
- Avg. per client
- $311K
- Clients
- 57
- Regulatory AUM
- $152M
- AUM share
- 85.8%
- Avg. per client
- $2.67M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.42M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 130
- Regulatory AUM
- $177M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Naviant Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory is charged as an annual asset-based fee of up to 1.50% or an annual fixed fee, and may be negotiable.
- Wealth Planning Services
- Wealth planning is billed hourly at $200 to $250 per hour, or as a fixed fee of up to $12,500, and may be negotiable.
Naviant Partners Holdings, LLC owns 75% or more of Naviant Partners. The leadership team of Naviant Partners includes Chief Compliance Officer Jonathan Kipp. It has 11 employees, 2 of them in advisory roles.
Staff
- 11 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Naviant Partners, LLC
Naviant Partners Holdings, LLC
Control person · since October 2025
Besides its headquarters, Naviant Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Alabama · 1 listed address
- 314 Magnolia Avenue, Ste 300, FairhopeHQ
Texas · 1 listed address
- 227 N Loop 1604, San Antonio
Contact and registration details
- Legal name
- Naviant Partners, LLC
- Headquarters
- 314 Magnolia Avenue, Ste 300, Fairhope, AL 36532
- Website
- naviantpartners.com
- Phone
- 251-725-9977
- @naviant-partners
- SEC file
- 801-134802
- Structure
- Delaware LLC
- Fiscal year end
- December
Naviant Partners’ named custodian for separately managed accounts is Charles Schwab ($166M). Naviant Partners has custody of $46.1M for 70 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $166M100%
At year end, Naviant Partners’ separately managed accounts were mostly in stocks (88%) and funds (11%).
What the accounts hold
- Stocks88%
- Funds11%
- Bonds1%
How many clients does Naviant Partners have?
Naviant Partners has 130 clients and manages $177 million for them, as of March 2026. They include 73 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Naviant Partners offer?
Naviant Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Naviant Partners use?
Naviant Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $166M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Naviant Partners have?
Naviant Partners has 2 investment adviser representatives registered with state securities authorities, out of 11 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Naviant Partners invest in?
At the end of its last fiscal year, Naviant Partners’ separately managed accounts held 88% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Naviant Partners?
Naviant Partners’ direct owner is Naviant Partners Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Naviant Partners get paid?
Naviant Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Naviant Partners?
Naviant Partners’ main office is at 314 Magnolia Avenue, Ste 300, Fairhope, AL 36532. Its phone number is 251-725-9977. Its website is naviantpartners.com.