RIA Intel›Advisers›Virginia›NAVIMED CAPITAL ADVISORS, LLC

NAVIMED CAPITAL ADVISORS, LLC

Advisory

N·ROSSLYN, VA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM
$905M
1-Year AUM Growth
-3.5%
3-Year CAGR
+6.6%
Employees
12
Assets Under Management
Total AUM$905M
Discretionary AUM$905M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees12
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record5
First FilingJun 29, 2020
Latest FilingApr 27, 2026
🔒 Full AUM trend chart and 5 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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