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Naviant Partners, LLC

● SEC registered since 2025CRD 339108SEC# 801-134802Fairhope, AL
Export (members)
Reg. AUM
Employees
9
Accounts
Location
Fairhope, AL

Naviant Partners, LLC assets under management

Naviant Partners, LLC is an SEC-registered investment adviser based in Fairhope, AL. The firm has been registered since 2025. It employs 9 people.

Naviant Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brandon Downey Pilot ControlManaging MemberUnder 5%2025
Charles Thomas Gross ControlManaging MemberUnder 5%2025
Jonathan Dean Kipp ControlPartner And Chief Compliance OfficerUnder 5%2025
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Frequently asked questions

How many employees does Naviant Partners, LLC have?

Naviant Partners, LLC reports 9 employees.

Where is Naviant Partners, LLC located?

Naviant Partners, LLC is based in Fairhope, AL and has been SEC-registered since 2025.

Does Naviant Partners, LLC disclose fund performance?

Naviant Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address314 Magnolia Avenue, Ste 300, Fairhope, AL 36532
Phone(251) 725-9977
Office hours8 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo