Navesink Advisors LLC

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Client assets under management

$400,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$400,000

About

Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients. Its Form ADV notes the firm uses a percentage-of-assets-under-management billing arrangement and currently reports a very small client base (one client) with total regulatory AUM of roughly $400,000.

The firm manages most assets on a primarily non‑discretionary basis, meaning it typically makes recommendations while clients retain final trading authority. Its public filing also reflects the common supported‑firm focus on portfolio management for individual (non‑high‑net‑worth) clients rather than institutional or HNW segments.

What is distinctive in its Form ADV is the firm’s legal industry connection and adviser network: the filing indicates an affiliation with a law firm and with other investment advisers, a combination that is uncommon among peers. Together with its predominantly non‑discretionary accounts and unusually small client roster, those affiliations create an operating profile that differs from typical supported firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

Main office location

Navesink Advisors LLC

Lincroft NJ, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 732-276-1451

Advisors at this firm

Daniel K

Series 63, Series 65

Lincroft, NJ

Navesink Advisors LLC

Daniel Kelly is a managing partner at Navesink Advisors LLC with 35 years of industry experience. He has been with Navesink Advisors since 2002 and also works at ViewTrade Securities, Inc. since 2017. Outside of advisory work, he is involved in operations for Realty Data Systems, LLC, a non-investment-related business where he reviews property inspections. Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, focusing on a non-discretionary approach where clients retain final trading authority. The firm maintains a small client base and has affiliations with a law firm and other investment advisers, creating a distinctive operating profile among supported firms.

Michael P

Series 63, Series 65

Lincroft, NJ

Navesink Advisors LLC

Michael Panter Jr. is a financial advisor with Navesink Advisors LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Navesink Advisors since 2005 and also has a longstanding role at Capital Analysts Inc. Navesink Advisors LLC provides investment advisory and portfolio management services primarily to individual clients, managing most assets on a non-discretionary basis. The firm has a small client base and is noted for its legal industry connections and affiliations with other advisers, which contribute to a distinctive operating profile.

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