Naylor & Company

Overview

Naylor & Company is an independent registered investment adviser organized as an LLC that describes itself as a capital allocator serving both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers among its advisory activities. It does not identify as an active ESG investor. The firm reports SEC registration in 2026 and is owned by a combination of a domestic entity and an individual. Naylor & Company indicates it acts as a capital allocator, and its mix of duties suggests a hybrid advisory model that includes discretionary portfolio management alongside consultative services.

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Location & Offices