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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
About Navigoe, LLC
Navigoe, LLC is a Redondo Beach, CA RIA led by CFP® professionals providing comprehensive wealth management, investment consulting, tax planning, and estate planning. The firm serves South Bay Los Angeles households and clients nationwide, including retirees, professionals, and young business owners. Portfolios are built primarily with mutual funds and ETFs and are often custodied at Charles Schwab, with an emphasis on risk management and long-term planning.
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Owner & Executives
SCOTT ALAN LEONARD
Founding Partner, President
- CRD
- #2218530
- Ownership
- Less than 5%
ERIC SEIJI TOYA
Chief Compliance Officer, Director of Wealth Management, Partner
- CRD
- #2827008
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,752,816 | $694,639 |
| Non-Discretionary | $0 | -- |
| Total | $407,752,816 | $694,639 |
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Separately Managed Accounts
Total SMA Asset: $407,752,816
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $500,579,992 | 13.9% |
| Equity - Exchange | $979,552,215 | 27.2% |
| Cash | $727,461,571 | 20.2% |
| Municipal Bonds | $608,618,839 | 16.9% |
| U.S. Government/Agency | $785,082,291 | 21.8% |
| Total | $3,601,294,908 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST BEACON FRONTIER | LEGACY INSIGHT | 00F2Y2INB | SJLKK | 12.36% | $68,464,469 |
| GLACIER HARBOR | ATLAS ELEMENT | 9IQSQWSPH | ZLO | 0.62% | $97,924,426 |
| EMBER GLACIER | SIGNAL EMBER | 3AOB15WZ8 | WUV | 11.67% | $7,013,879 |
| OPTIMA INSIGHT HORIZON | TIMBER NORTH | S10JYQPRV | OTBXG | 5.67% | $74,843,330 |
| BEACON PIONEER | INSIGHT CATALYST | N2F1V7QXS | KISCQ | 9.19% | $80,280,425 |
| HORIZON VITAL ALPHA | SIGNAL OPTIMA | 0AD8SM5X8 | JVQQ | 4.19% | $1,143,087 |
| RIDGE BRIDGE | PIONEER MERIDIAN | CA527461E | UPYX | 4.10% | $42,492,096 |
| BRIDGE HORIZON TIMBER | GLACIER BRIDGE | 3U2Q1YG1H | NWPHE | 2.06% | $72,973,980 |