N
$177.3M Total AUM
$177.3M Disc. AUM
-- 3Y CAGR
11 Employees
130 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalHorizon legacy +more
- Established Date
- 10-01-2025
- Office Locations
- 3
Office Locations
227 N Loop 1604 Suite 130 SAN Antonio TX
314 Magnolia Avenue STE 300 Fairhope AL
-- Longview TX
About Naviant Partners, LLC
Naviant Partners, LLC is a Fairhope-based RIA with 3 offices. The firm has been operating for 0 years. Managing $177.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
38 AVG AGE
$88.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.7 yrs AVG TENURE
11 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Optima radial Signal peak Vector foundation Crest North Unison Summit Element fusion
Client Personas
Signal prime Unison vertex
Custodian
Momentum Insight Glacier zenith Pathway Harbor Harbor value Zenith element Harbor Momentum bridge Capital Insight fusion Ridge meridian
Investment Themes
Bridge radial Pathway meridian
Investment Vehicles
Ember signal
Platform
Prime signal
Services
Glacier bridge Value fusion Eagle Momentum alpha Signal Delta timber Quantum harbor Pioneer Summit insight Beacon element
Technology
Zenith oak Peak fusion Timber Legacy pioneer
Owner & Executives
C
CHARLES THOMAS GROSS
Managing Member
- CRD
- --
- Ownership
- Less than 5%
(268) 352-9783
meridian.timber@zenithcapital.com
in linkedin.com/in/element-pathway
J
JONATHAN DEAN KIPP
Chief Compliance Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
(947) 212-3959
horizon.peak@horizoncapital.com
in linkedin.com/in/foundation-alpha
B
Bridge matrix
Bridge zenith
- CRD
- #24779
- Ownership
- 7.8%
(933) 705-9084
delta.north@oakcapital.com
in linkedin.com/in/capital-glacier
Showing 2 of 3 owners & executives
Unlock allContacts
D
DONALD R LAURENCE JR
--
- CRD
- #3100139
(344) 784-7681
glacier.vertex@pioneercapital.com
in linkedin.com/in/crest-ridge
A
Abigail Nicole Williams
--
- CRD
- #7479665
(579) 258-7650
value.value@harborcapital.com
in linkedin.com/in/vital-pioneer
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,252,204 | $400,118 |
| Non-Discretionary | $0 | -- |
| Total | $177,252,204 | $400,118 |
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Separately Managed Accounts
Total SMA Asset: $177,252,204
Equity - Exchange:
45.6% Public Funds:
26.0% U.S. Government/Agency:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,454,093,534 | 45.6% |
| Public Funds | $1,969,439,296 | 26.0% |
| U.S. Government/Agency | $2,151,233,692 | 28.4% |
| Total | $7,574,766,522 | 100.0% |