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NAVIGATION GROUP LLC

REDWOOD SHORES, CA · CRD 130982 · IAPD ↗ · navigationgroup.com · 650-595-1700

$1.01BRegulatory AUM
5Advisory reps
6Employees
5Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — NAVIGATION GROUP LLC crossed $1B in regulatory AUM ($927.5M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2025 — NAVIGATION GROUP LLC reported RAUM up 44% ($644.2M -> $927.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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