Navigation Capital Partners, Inc
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Overview
Navigation Capital Partners, Inc is a financial advisor company located in Atlanta, Georgia. Navigation Capital Partners, Inc oversees $123.7 million in total assets across three customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 6 financial advisors. Navigation Capital Partners, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like stocks, options and bonds.
Navigation Capital Partners, Inc manages all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing client approval. The investment advisory firm supervises an average of $41.2 million for each client account. The average advisor at Navigation Capital Partners, Inc administers fewer than one client account, making it one of the most personalized firms in the country.
The firm's headquarters is at 2870 Peachtree Rd Nw, Atlanta, Georgia 30305. The firm is legally permitted to provide services to customers across 2 states, including Georgia and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Navigation Capital Partners, Inc by the Numbers
$123.7 million
7
3
$41.2 million
Fee Structure
Fees charged by financial advisors largely vary depending on which service is provided. Fee types billed by the company most likely are comprised of any blend of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its three customers, Navigation Capital Partners, Inc's biggest client type by number of accounts is pooled investment vehicles. None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Navigation Capital Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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