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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Eagle vertexQuantum
- Established Date
- 02-26-2003
- Office Locations
- 2
Office Locations
About Naylor & Company
Naylor & Company Investments provides holistic financial planning built around each client’s goals, principles, and financial experience—covering the full financial picture rather than a product-based approach. The firm pairs planning with asset allocation, portfolio construction, and ongoing asset management, often using ETFs alongside fixed income and cash. Client work includes tax, estate, and insurance planning, with a focus that includes business owners. Custody includes Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
Dmitriy Bolotnyy
Chief Operating Officer, Director of Sales
- CRD
- #6795264
- Ownership
- Less than 5%
CHAD DOUGLAS NAYLOR
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #4625661
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Ryan Testa
--
- CRD
- #8148565
Angela Thorstenson
Director Of Client Services
- CRD
- #7892805
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,292,974 | $439,026 |
| Non-Discretionary | $1,093,870 | $156,267 |
| Total | $103,386,844 | $430,779 |
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Separately Managed Accounts
Total SMA Asset: $103,386,844
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $141,329,706 | 13.3% |
| Public Funds | $287,972,558 | 27.1% |
| Cash | $425,051,747 | 40.0% |
| Private Funds | $208,275,356 | 19.6% |
| Total | $1,062,629,367 | 100.0% |