Investment adviser · CRD 309466
NAVIGATE 401K, LLC
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $318M Form ADV · Item 5.F
- Client accounts
- 80 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 80 | $317,893,600 | 100.0% |
Filing source
Form ADV 2099372 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
2850 19TH STREET SOUTH, SUITE 350BIRMINGHAM, AL, 35209, United States
CRD 309466
Filing source
Form ADV 2099372 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.