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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- UnisonSignal meridian
- Established Date
- 08-02-1999
- Office Locations
- 2
Office Locations
About Navigation Group LLC
Navigation Group is an independent advisory firm providing objective financial planning and investment advice to successful individuals, families, and business owners. The team emphasizes a “living plan” built around clients’ goals, pairing discovery-led planning with ongoing portfolio guidance across wealth management and asset management (including stock strategies). Custodied via LPL Financial, they position themselves as a long-tenured advocate focused on clear, transparent financial reasoning.
Team overview
Insights
Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
ERIK SHANNON DAVIS
Managing Member, Senior Associate
- CRD
- #2290051
- Ownership
- 25% but less than 50%
CARLO ANTHONY PANACCIONE
Chief Compliance Officer, Managing Member
- CRD
- #1531543
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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KAREN KELLER FRANCO
Financial Advisor
- CRD
- #1489357
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $985,773,396 | $726,436 |
| Non-Discretionary | $26,267,293 | $709,927 |
| Total | $1,012,040,689 | $725,998 |
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Separately Managed Accounts
Total SMA Asset: $1,012,040,689
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $506,866,894 | 16.9% |
| Equity - Exchange | $581,847,204 | 19.4% |
| Cash | $377,900,761 | 12.6% |
| Corporate - Investment Grade | $569,850,354 | 19.0% |
| Municipal Bonds | $500,868,469 | 16.7% |
| U.S. Government/Agency | $461,878,710 | 15.4% |
| Total | $2,999,212,392 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FUSION MERIDIAN | GLACIER OAK | VA27XPG45 | IIGI | 5.21% | $49,657,139 |
| HORIZON OPTIMA | FUSION FOUNDATION | MBM8IJW78 | DQO | 11.55% | $92,558,452 |
| CATALYST CATALYST MERIDIAN | QUANTUM MOMENTUM | UTQEZQYZC | CDEDF | 12.03% | $7,007,158 |
| FOUNDATION MATRIX VITAL | RIDGE CREST | L79XUVWI6 | PAY | 1.26% | $44,067,304 |
| WAVE BEACON BRIDGE | RIDGE ALPHA | C7QN6VESY | IJI | 6.18% | $87,070,124 |
| ALPHA OAK | QUANTUM GLACIER | PS1BP9YOZ | QXHXA | 1.41% | $52,756,253 |
| SUMMIT CREST BEACON | SUMMIT CATALYST | JTDFGXD3Y | CMA | 9.21% | $78,741,619 |
| EMBER WAVE | RADIAL CREST | GOZH2C857 | HWCYC | 7.42% | $54,742,343 |