Investment adviser · CRD 130982
NAVIGATION GROUP LLC
Investment adviser filing (IA)
REDWOOD SHORES, CA, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 1,394 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 254 | $886,978,307 | 87.6% |
| Corporations & businesses | 3 | $56,395,726 | 5.6% |
| Individuals | 76 | $43,277,159 | 4.3% |
| Retirement plans | 6 | $19,302,036 | 1.9% |
| Charities | Fewer than 5 | $6,087,461 | 0.6% |
Filing source
Form ADV 2077400 · Mar 26, 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: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3 LAGOON DRIVE, SUITE 110REDWOOD SHORES, CA, 94065, United States
CRD 130982
Filing source
Form ADV 2077400 · Mar 26, 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.