Naviter Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Naviter Wealth reports 361 clients. They include 253 high-net-worth individuals, 79 individual clients, and 12 corporations and other businesses. Of its assets, 100.0% ($1.87B across 957 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 1% |
| High-net-worth individuals | 70% | 90% |
| Pension and profit-sharing plans | 2% | 4% |
| Charitable organizations | 3% | 2% |
| Corporations and other businesses | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $23.3M | 1.2% | $294K |
| High-net-worth individuals | 253 | $1.69B | 90.5% | $6.7M |
| Pension and profit-sharing plans | 6 | $67.3M | 3.6% | $11.2M |
| Charitable organizations | 11 | $28.1M | 1.5% | $2.55M |
| Corporations and other businesses | 12 | $59.5M | 3.2% | $4.96M |
| Total | 361 | $1.87B | 100% | $5.19M |
- Clients
- 79
- Regulatory AUM
- $23.3M
- AUM share
- 1.2%
- Avg. per client
- $294K
- Clients
- 253
- Regulatory AUM
- $1.69B
- AUM share
- 90.5%
- Avg. per client
- $6.7M
- Clients
- 6
- Regulatory AUM
- $67.3M
- AUM share
- 3.6%
- Avg. per client
- $11.2M
- Clients
- 11
- Regulatory AUM
- $28.1M
- AUM share
- 1.5%
- Avg. per client
- $2.55M
- Clients
- 12
- Regulatory AUM
- $59.5M
- AUM share
- 3.2%
- Avg. per client
- $4.96M
Total
- Clients
- 361
- Regulatory AUM
- $1.87B
- AUM share
- 100%
- Avg. per client
- $5.19M
- 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
- 11–25
Naviter Wealth is paid through a percentage of assets under management and performance-based fees. A brochure was located, but its fee details could not be read. Read the SEC-filed brochure.
Naviter Holdings, LLC owns 75% or more of Naviter Wealth and is in turn owned by Chapter Two Holdings, LLC (75% or more). Bentley Blackmon is CEO; the leadership team includes President Lyndell Worthen, Chief Investment Officer John Kornet and Chief Operating Officer Jordan Bauer. It has 15 employees, 13 of them in advisory roles.
Leadership
- Bentley BlackmonChief Executive Officer
- Lyndell WorthenPresident
- Jordan BauerChief Operating Officer
- Daniel RussellChief Compliance Officer
- John KornetChief Investment Officer
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Blake Abston
- Jordan L. Bauer
- Bentley Edward Blackmon
- Trevor William Booth
- Robert Blane Brooks
- Matthew King Estes
- Nicole Hobbs
- John William Kornet
- Caitlin Marie McDaniel
- Jackson Paul Ratcliff
- Carter Robinson
- Larry Dean Rogers II
- Daniel Patton Russell
- Noah Adrian Smith
- Grant William Stevenson
- Lyndell Phillip Worthen III
Staff
- 15 employees
- 13 in advisory functions
- 13 state-registered reps
- 6 insurance agents
- 60 soliciting firms
- Owns 75% or more of Naviter Wealth, LLC
Naviter Holdings, LLC
Control person · since November 2020
- Owns 75% or more of Naviter Holdings, LLC
Chapter Two Holdings, LLC
Control person · since September 2021
- Owns 75% or more of Chapter Two Holdings, LLC
Beb Limited Partnership, LLLP
Control person · since November 2020
- Owns 75% or more of Beb Limited Partnership, LLLP
Bentley Edward Blackmon Living Revocable Trust
Control person · since October 2004
Bentley Blackmon
Trustee · Control person · since August 2004
Naviter Wealth’s regulatory assets grew 3.6× from $522M (July 2021) to $1.87B (September 2026); clients rose from 127 to 361 and employees from 6 to 15. In 2023, Echelon Wealth Advisors (Pittsford, NY) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.87B | 361 | 15 | 2 |
| July 2025 | $1.45B | 327 | 17 | 2 |
| April 2024 | $1.31B | 493 | 13 | 2 |
| April 2023 | $786M | 317 | 7 | 1 |
| July 2022 | $558M | 149 | 7 | 1 |
| July 2021 | $522M | 127 | 6 | 1 |
Firms that joined
20231 joined
- Echelon Wealth Advisors (Pittsford, NY)No filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Naviter Wealth has 1 office (1 private residence, listed without an address), with 1 listed address in Arkansas.
Arkansas · 1 listed address
- 1 Information Way, Suite 400, Little RockHQ
Other business names
Naviter Wealth has reported 1 other business name to the SEC.
- Naviter Trust
Contact and registration details
- Legal name
- Naviter Wealth, LLC
- Headquarters
- 1 Information Way, Suite 400, Little Rock, AR 72202
- Website
- naviterwealth.com
- Phone
- 501-333-9800
- @naviterwealth
- SEC file
- 801-120077
- Structure
- Delaware LLC
- Fiscal year end
- December
Naviter Wealth uses Charles Schwab ($222M) as custodian for its separately managed accounts. Naviter Wealth has custody of $605M in client assets for 197 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $222M100%
At year end, Naviter Wealth’s separately managed accounts were mostly in stocks (57%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.1B across 305 positions; the largest are Alps ETF TR (7.7%), iShares TR (5.5%) and J P Morgan Exchange Traded F (5.0%).
What the accounts hold
- Stocks57%
- Funds23%
- Pooled vehicles17%
- Registered funds6%
- Bonds11%
- Investment grade corporate bonds9%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash9%
Reported 13F holdings
- $1.1B
- Reported 13F value
- 305
- Positions
- 38.0%
- In the 10 largest
- +37.7%
- Value vs. prior quarter
- Alps ETF TR · Alerian Mlp7.7%
- iShares TR · MSCI Acwi ETF5.5%
- J P Morgan Exchange Traded F · Ultra Shrt ETF5.0%
- Taiwan Semiconductor Manufac · Sponsored ADS4.9%
- Nvidia Corporation3.5%
- Apple Inc.3.3%
- Alphabet Inc. · Cap Stk CL A3.0%
- Amazon Com Inc.1.9%
- ASML Hldg NV · N Y Registry Shs1.6%
- Microsoft Corp.1.6%
Together, the ten largest are 38.0% of reported value.
How many clients does Naviter Wealth have?
Naviter Wealth has 361 clients and manages $1.87 billion for them, as of September 2026. They include 253 high-net-worth individuals, 79 individual clients, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does Naviter Wealth offer?
Naviter Wealth 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 Naviter Wealth use?
Naviter Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026
How many financial advisors does Naviter Wealth have?
Naviter Wealth has 13 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 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
What does Naviter Wealth invest in?
At the end of its last fiscal year, Naviter Wealth’s separately managed accounts held 57% exchange-traded equities, 17% pooled vehicles (private funds and similar), 9% investment grade corporate bonds, 9% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Naviter Wealth?
Naviter Wealth’s direct owner is Naviter Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does Naviter Wealth get paid?
Naviter Wealth is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Naviter Wealth registered with the SEC?
Yes, Naviter Wealth has been registered with the SEC as an investment adviser since 4 January 2021. Its CRD number is 311508 and its SEC file number is 801-120077.
Source: Form ADV Part 1A, Item 1, filed 4 September 2026; IAPD firm record
How do I contact Naviter Wealth?
Naviter Wealth’s main office is at 1 Information Way, Suite 400, Little Rock, AR 72202. Its phone number is 501-333-9800. Its website is naviterwealth.com.