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NAYLOR & COMPANY

· CRD 124924 · IAPD ↗ · naylorinvest.com · 415-741-7280

$103.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — NAYLOR & COMPANY (location n/a) is newly SEC-registered with $103.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.