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NAVY FEDERAL INVESTMENT SERVICES, LLC

VIENNA, VA · CRD 138459 · IAPD ↗ · navyfederal.org · 703-206-1517

$2.10BRegulatory AUM
147Advisory reps
206Employees
0Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — NAVY FEDERAL INVESTMENT SERVICES, LLC added office(s): 70 -> 78 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — NAVY FEDERAL INVESTMENT SERVICES, LLC grew from 91 to 147 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — NAVY FEDERAL INVESTMENT SERVICES, LLC shrank from 110 to 91 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — NAVY FEDERAL INVESTMENT SERVICES, LLC added office(s): 67 -> 70 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — NAVY FEDERAL INVESTMENT SERVICES, LLC crossed $1B in regulatory AUM ($852.4M -> $1.47B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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