Naviant Partners, LLC

Overview

Naviant Partners, LLC is an SEC registered investment adviser based in Fairhope, AL, registered since 2025. It reports $177M in assets under management across 443 accounts, with 11 employees. It has 2 investment adviser representatives.

Reported AUM

$177M

Discretionary

100%

Accounts

443

Average account

$4K

Employees

11

Advisory reps

2

Registered since

2025

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Brandon Downey Pilot Managing Member CRD 5944655
• Charles Thomas Gross Managing Member CRD 8179890
• Jonathan Dean Kipp Partner, Chief Compliance Officer CRD 8179891

Advisory reps 2 of 2

• Donald Ray Laurence Jr. Insurance Agent · Investment Adviser Rep CRD 3100139
• Abigail Nicole Williams Investment Adviser Rep CRD 7479665

Location

Headquarters

314 Magnolia Ave Ste 300
Fairhope, AL 36532

County

Baldwin

Metro area

Daphne-Fairhope-Foley, AL

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: naviantpartners.com

Every state, with registration dates

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