Naylor & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,690,442
Total clients
92
32% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$887,940
About
Naylor & Company serves individuals (including high‑net‑worth clients), families, pension and profit‑sharing plans, and businesses with discretionary and non‑discretionary portfolio management, financial planning, and consulting. The Firm’s Brochure discloses it acts as a sub‑advisor to other advisers and reported $79.5 million in discretionary assets and $3.0 million in non‑discretionary assets as of May 13, 2025.
The firm combines fundamental and technical analysis to construct portfolios that favor small‑ and mid‑cap stocks selected for reasonable price‑to‑earnings valuations and longer‑term growth prospects, and it may include cyclical companies and select alternative private investments. Portfolios are diversified across institutional‑share mutual funds, ETFs, individual equities and fixed income, and are customized for clients by varying cash and bond allocations and honoring client investment exclusions.
Noteworthy aspects of Naylor & Company include its practice of publishing or advertising performance results, a feature the Brochure addresses alongside a standard “past performance is not indicative of future results” disclaimer, and an ownership structure that includes three passive, long‑term client investors in addition to the owner/managers. The firm also operates with a small multi‑disciplinary advisory team, provides sub‑advisory services to other advisers, and states it does not receive soft‑dollar benefits from brokers, typically using custodians such as Interactive Brokers.
Client services
Fee options
Flat fee for financial planning and consulting services, based on scope and complexity
Fees do not exceed 3% annually; calculated and assessed quarterly or monthly in advance; fees are negotiable
Account minimum: $100,000 (negotiable lower minimums for special circumstances) Fee-only: Flat fees charged for financial planning and consulting services, based on scope and complexity, sometimes free in certain circumstances
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Naylor & Company
Orinda CA, United States
Number of offices
3
Forms ADV
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