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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-29-2015
- Office Locations
- 1
Office Locations
About Naylor Asset Management, LLC
Naylor Asset Management, LLC is a Bloomington, MN registered investment adviser providing financial planning and managed-account portfolio management for retail clients, including entrepreneurs. The firm builds asset-allocation portfolios primarily using mutual funds and selective ETFs, complemented by fixed income and cash management. Accounts are custodied at Charles Schwab, with client access via the Schwab Alliance portal.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $700.0K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
GREGORY ALLEN NAYLOR JR
CFP , Chief Compliance Officer, President
- CRD
- #3250559
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,000,000 | -- |
| Total | $42,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Naylor Asset Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.