Navigar Advisors, Inc.

RIASEC Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$201K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
Tampa, Florida
CRD number
150344
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI80.15%
  • Individuals19.85%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Navigar Advisors, Inc. is a small, independently owned registered investment adviser serving individual and family clients, with a practice oriented toward financial planning and portfolio management for individuals and small businesses. The firm charges both a percentage of assets under management and hourly fees, and it does not bill itself as a capital allocator. Navigar does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm also lists a real estate broker affiliation, which suggests a connection to real estate activity beyond typical advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Contacts

1 of 1
  • Eric Odum

    Eric Odum

    PrincipalCRD 3143270

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
412 E Madison St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth