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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Navis Wealth Advisors have?","answer":"Navis Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 4 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 Navis Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Navis Wealth Advisors’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 10% cash and equivalents, 8% U.S. government and agency bonds, 6% state and local bonds, 2% non-exchange-traded equities, 2% derivatives, 1% investment grade corporate bonds and 1% high-yield corporate 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 Navis Wealth Advisors?","answer":"Navis Wealth Advisors is owned through a chain of holding companies by David Price and Paul Fegan. 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