| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Ryan Hopkins Control | Managing Member / Cco | 25-50% | 2020 |
| Christopher Nagel Hussar Control | Managing Member | 25-50% | 2020 |
| Justin Ross Ladden Control | Managing Member | 25-50% | 2024 |
Navigate 401k, LLC reports $258.9 million in regulatory assets under management on its Form ADV.
Navigate 401k, LLC reports 3 employees.
Navigate 401k, LLC is based in Birmingham, AL and has been SEC-registered since 2020.
Navigate 401k, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Independence Plaza, Suite 816, Birmingham, AL 35209 |
| Phone | 205-224-9502 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $258.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $258.9M |