CRD: 138459
Navy Federal Investment Services, LLC
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-21-2006
- Office Locations
- 65
Office Locations
About Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC supports Navy Federal members with financial planning, investment guidance, and estate planning. Advisors are available by phone, virtually, and in 150+ branches nationwide, with a self-directed Digital Investor option. Investment solutions include mutual funds and ETFs, and accounts may be held at Pershing.
Reported data analysis
What the numbers show
Between March 28, 2025 and May 19, 2026, reported AUM increased 22.6%, from $1.7B to $2.1B.
Across 5 reported observations, AUM increased 133.6% between July 14, 2022 and May 19, 2026, from $899.1M to $2.1B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 147 advisory representatives and 7,424 clients, or 50.5 clients per representative. That equates to $282.9K in reported AUM per client.
The profile lists 65 reported office locations and 20 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Timothy David Rosson
Finop
- CRD
- #7152744
- Ownership
- Less than 5%
STEVEN LESLIE WEISBERG
Chief Compliance Officer, Vice President
- CRD
- #6268061
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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KENLEY LAMARC ADKINS
--
- CRD
- #4777960
Spencer H Adkisson
--
- CRD
- #7226002
Showing 2 of 175 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,100,125,394 | $239,113 |
| Total | $2,100,125,394 | $239,113 |
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Separately Managed Accounts
SMA allocation detail is available
Navy Federal Investment Services, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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