RIA Intel›Advisers›California›NAVIGATE FINANCIAL LLC

NAVIGATE FINANCIAL LLC

Advisory

CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in CA

#3,648

of 5,480 advisers by AUM

Average account

$333K

across 124 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

46 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HATHAWAY CAPITAL MANAGEMENT, LLC

$41M

THIRSTY HORSES GROUP, INC.

$41M

THE PORTOLA GROUP INC

$41M

ARCHER CAPITAL PARTNERS, LLC

MILL VALLEY, CA

$42M

OPIS ADVISORS, INC.

BELL CANYON, CA

$41M

AAD CAPITAL MANAGEMENT L.P.

SOLANA BEACH, CA

$41M

Get the full picture on NAVIGATE FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NAVIGATE FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans