Napier Financial
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 336725
- Registered since
- June 26, 2025
- Website
- napierfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.02%
- Individuals13.7%
- Corporations / Businesses6.39%
- Other Investment Advisers2.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Napier Financial is an independent registered investment adviser that elected SEC registration in 2025. The firm serves both high-net-worth individuals and families as well as institutional clients, positioning itself as an allocator that combines fiduciary portfolio management with financial planning. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and the selection of third‑party advisers. Napier Financial charges a mix of percentage-of-AUM, hourly, and fixed fees and operates as a sponsor and general partner or managing member of pooled investment vehicles in addition to its advisory roles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds13%
- Non-Exchange Traded Equities8%
- US Government Bonds3%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 235Active vs passive
$492M in ETFs
95%
$469M
5%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $62.6M | 152,880 | 12.71% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 30 Braintree Hill Office Park
- Time zone
- ET (UTC-5)
- Office locations
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