$41.3M Total AUM
$41.3M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime quantumFoundation vector +more
- Established Date
- 10-04-2013
- Office Locations
- 1
Office Locations
-- Laguna Niguel CA
About Navigate Financial LLC
Navigate Financial LLC is an Orange County, CA fee-only RIA focused on risk-managed investing and investment planning. The firm builds evidence-based portfolios rooted in modern portfolio theory and academic research, emphasizing diversification and cost control over market forecasts. As a fiduciary, it offers objective, customized solutions and can custody client assets at Charles Schwab.
Team overview
-- AVG AGE
$41.3M AVG AUM / ADVISOR
$898.3K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum North pioneer Value
Client Personas
Legacy
Custodian
Ember legacy Pioneer
Fund Managers
Delta
Investment Themes
Zenith fusion Radial Alpha Eagle Delta atlas
Investment Vehicles
Delta bridge
Platform
Frontier matrix
Services
Delta Delta bridge Catalyst legacy North bridge Bridge focus Legacy Vital
Technology
Bridge ridge Frontier Atlas Legacy alpha
Owner & Executives
JEFFREY JAMES DORMAN
Managing Member, Principal
- CRD
- #702817
- Ownership
- 75% or more
(894) 216-2316
signal.ridge@valuecapital.com
in linkedin.com/in/foundation-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,323,861 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,323,861 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,323,861
Public Funds:
31.2% Private Funds:
23.0% Equity - Exchange:
31.6% Cash:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,212,167,027 | 31.2% |
| Private Funds | $1,630,764,155 | 23.0% |
| Equity - Exchange | $2,240,528,143 | 31.6% |
| Cash | $1,006,819,609 | 14.2% |
| Total | $7,090,278,934 | 100.0% |