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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2002
- Office Locations
- 2
Office Locations
About Navalign, LLC
Navalign Wealth Partners is an independent, fee-only fiduciary advisor providing holistic financial planning and investment management, including retirement strategies, 401(k)/pension plan services, and trust planning. The team works with individuals and families—often business owners, entrepreneurs, and retirees—building custom portfolios that emphasize low-cost, tax-efficient implementation (including ETFs/index funds) and risk-aware asset allocation. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DAVID WILLIAM JACOBS
Partner
- CRD
- #2986626
- Ownership
- 25% but less than 50%
STEPHEN EDWARD RISCHALL
Advisor
- CRD
- #5215325
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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SCOTT CHRISTOPHER GAYNOR
Wealth Advisor
- CRD
- #5806345
ARYAN GOLZAR SHABESTARY
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- CRD
- #6361815
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $731,940,293 | $384,019 |
| Non-Discretionary | $0 | -- |
| Total | $731,940,293 | $384,019 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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