← Tributary

NAVIAN INVESTMENT MANAGEMENT

CINCINNATI, OH · CRD 343784 · IAPD ↗ · 513-980-3264

$0Regulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
120-Day ApprovalSEC status

Filing changes

85
September 2026 — NAVIAN INVESTMENT MANAGEMENT (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.