{"url":"https://nivawealth.com/firms/naviant-partners-339108","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339108","regulatoryAum":177252204,"crd":"339108","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3100139","suffix":"JR","lastName":"LAURENCE","firstName":"DONALD","middleName":"R"},{"crd":"7479665","suffix":null,"lastName":"Williams","firstName":"Abigail","middleName":"Nicole"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134802","legalName":"Naviant Partners, LLC","displayName":"Naviant Partners","slug":"naviant-partners-339108","website":"https://naviantpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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individuals","clients":57,"regulatoryAum":152145530},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":2419521}],"feePrograms":[{"role":"other","program":"Retirement Plan Advisory Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023384","versionId":1023384,"submittedOn":"2026-03-23","documentName":"NAVIANT PARTNERS, LLC"},{"role":"other","program":"Wealth Planning Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023384","versionId":1023384,"submittedOn":"2026-03-23","documentName":"NAVIANT PARTNERS, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:11:30.978097+00:00","documents":[{"name":"NAVIANT PARTNERS, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023384","versionId":1023384,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":166418325}],"custodyNote":"Naviant Partners has custody of $46.1M for 70 clients.","otherCustodians":[],"leadership":[{"name":"Jonathan Kipp","title":"Partner and Chief Compliance Officer","crd":"8179891"},{"name":"Charles Gross","title":"Managing Member","crd":"8179890"},{"name":"Brandon Pilot","title":"Managing Member","crd":"5944655"}],"ownership":[{"label":"Naviant Partners Holdings, LLC","detail":"Owner in the 75% or more ownership band and a control person, since October 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Alabama","offices":1,"addresses":[{"street":"314 Magnolia Avenue, Ste 300","city":"Fairhope","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"227 N Loop 1604","city":"San Antonio"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"251-725-9977","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":88},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339108/PDF/339108.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023384","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Naviant Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Naviant Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Naviant Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Naviant Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Naviant Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Naviant Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Naviant Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Naviant Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}