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NAVIMED CAPITAL ADVISORS, LLC

ROSSLYN, VA · CRD 169508 · IAPD ↗ · navimed.com · (202) 817-2850

$904.9MRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — NAVIMED CAPITAL ADVISORS, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — NAVIMED CAPITAL ADVISORS, LLC crossed $500M in regulatory AUM ($474.7M -> $918.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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