Naviquant

RIASEC RegisteredEst. 2023

Total AUM

$199M

Discretionary

$199M

100% of AUM

Avg account

$1M

Accounts

190

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 325236
Registered since: March 29, 2023
Website: naviquant.com
Custodians: EMPOWER FINANCIAL SERVICES, INC., PAYCHEX SECURITIES CORPORATION, CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans80.82%
Individuals10.28%
Pooled Investment Vehicles8.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Naviquant is an independent, privately owned registered investment adviser organized as an LLC. The firm is SEC-registered (2023) and serves both individual/family and institutional clients. Its fee model combines a percentage-of-assets approach with the ability to bill hourly for select services. Core advisory offerings listed in regulatory filings include financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, pension consulting and educational workshops. The firm does not flag itself as an active ESG investor and is not identified as a multi-state adviser. Naviquant is not classified as a capital allocator in its disclosure; its owner type is reported as an individual.