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| Keyboard |
| Navigate 401K LLC
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|---|---|
| CRD # | 309466 |
| SEC # | 801-119101 |
| CIK # | |
| AUM | 317.9 M (2026-04-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 205-224-9502 |
| Address | 2850 19th Street South Birmingham, AL 35209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 317.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 317.9 |
| By Discretionary | ||
| Discretionary | 80 | 317.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 317.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.9 | |
| Total | 80 | 317.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
AWM Financial Services Inc
✚
|
TX | 320.6 M |
|
Robasciotti & Associates Inc
✚
|
320.4 M | |
|
Wealthview Capital LLC
✚
|
MS | 319.5 M |
|
Investments & Financial Planning LLC
✚
|
KY | 318.7 M |
|
May Barnhard Investments LLC
✚
|
MD | 316.9 M |
|
Peirce Park Group Inc
✚
|
PA | 315.7 M |
|
Accelerate Investment Advisors LLC
✚
|
CA | 315.4 M |
|
Aurelius Family Office LLC
✚
|
NH | 315.3 M |
|
Marcellus Investment Managers Private Limited
✚
|
315.2 M | |
|
Horter Investment Management LLC
✚
|
OH | 314.5 M |