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
- HNWI78.45%
- Individuals14.02%
- Corporations / Businesses4.68%
- Other Investment Advisers2.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Napier Financial is an independent, LLC-structured registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (2025) and is owned by an individual. Its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Napier charges a mix of percentage-of-AUM fees as well as hourly and fixed fees. The firm does not identify as an active ESG investor and lists roles such as sponsor, general partner and managing member of pooled investment vehicles, which suggests it can both allocate to and originate private investment structures.
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
1 of 1THOMAS FLETCHER
Chief Investment OfficerCRD 1271532
Contacts
3 of 9WILLIAM CLEMENT
CRD 8093801
JOHN NAPOLITANO
Founder & ChairmanCRD 2311315
ALEXANDER WEISS
President & Wealth ManagerCRD 5345503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 230Active vs passive
$447M in ETFs
95%
$425M
5%
$21.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $54.3M | 152,330 | 12.15% |
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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