Investment adviser · CRD 138459
NAVY FEDERAL INVESTMENT SERVICES, LLC
Investment adviser filing (IA)
VIENNA, VA, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $2.1B Form ADV · Item 5.F
- Client accounts
- 8,783 Accounts, not individual clients
- Employees
- 206 Reported in this filing
- Advisory professionals
- 147 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 |
|---|---|---|---|
| Individuals | 7,093 | $1,677,419,015 | 79.9% |
| High-net-worth individuals | 331 | $422,706,379 | 20.1% |
Filing source
Form ADV 2135828 · Sep 30, 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: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
1007 ELECTRIC AVEVIENNA, VA, 22180, United States
CRD 138459
Filing source
Form ADV 2135828 · Sep 30, 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.