Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$731,940,293
Total clients
680
35% high-net worth
Total advisors
8
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
85
Average account size
$1,076,383
Navalign serves a mix of individual clients (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, and business entities. The firm provides discretionary asset management, written financial planning, and ongoing pension consulting, managing roughly $732 million for about 680 clients through an eight‑advisor team.
Its investment process emphasizes individualized portfolio construction and continuous account supervision with at least quarterly reviews, using fundamental analysis and a blend of long‑term, short‑term and trading strategies across equities, fixed income, ETFs, mutual funds and third‑party managers. The firm also implements options strategies and may use margin/borrowed funds within separately managed accounts when appropriate, in addition to employing sub‑advisors for implementation.
What is noteworthy about Navalign relative to peers is its combination of business‑oriented planning services (including cost segregation studies, lines‑of‑credit analysis and corporate tax/structure consulting) with ERISA 3(38) pension consulting and a willingness to use derivatives and borrowing in SMA programs — practices that are relatively uncommon among similar team firms. The firm also documents standing instructions and custody safeguards when it facilitates client transfers, and blends in‑house management with third‑party SMA relationships.
Financial Planning flat fees generally range from $4,000 to $25,000
Financial Planning and Consulting minimum hourly fee $400
Minimum fee: Minimum annual fee of $4,000 for Asset Management, Pension Consulting, and Financial Planning services (generally required but can be waived for Asset Management and Pension Consulting; not negotiable for Financial Planning) Fee-only: Asset Management maximum annual fee up to 1.25%; combined with third-party money manager/SMA fee, total may not exceed 2.50%; Pension Consulting fees up to 0.60% of plan assets; Financial Planning hourly fee minimum $400/hour; flat fees range $4,000 to $25,000
Navalign, LLC
15910 Ventura Blvd, Suite 1605
Encino CA 91436, United States
Number of offices
1
Arizona · California · Colorado · Florida · Illinois · Louisiana · Massachusetts · Minnesota · Nevada · New Jersey · New York · North Carolina · Oregon · Pennsylvania · Tennessee · Texas · Utah · Washington
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Encino, CA
Navalign, LLC
Series 65
Encino, CA
Navalign, LLC
Series 63, Series 66
Encino, CA
Navalign, LLC
Series 63, Series 65
Encino, CA
Navalign, LLC
Series 66
Encino, CA
Navalign, LLC
CFP®, Series 66
Oak Lawn, IL
Navalign, LLC
CFP®, Series 66
Encino, CA
Navalign, LLC
CFP®, Series 66
Encino, CA
Navalign, LLC
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