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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 4 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Naviter Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Naviter Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Naviter Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Naviter Wealth get paid?","answer":"Naviter Wealth is paid through a percentage of assets under management and performance-based fees. 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