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| Keyboard |
| Naviquant Capital Management LLC
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|---|---|
| CRD # | 325236 |
| SEC # | 801-127544 |
| CIK # | |
| AUM | 199.3 M (2026-06-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-476-7811 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 20.5 |
| (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 | 5 | 17.7 |
| (g) Pension and profit sharing plans | 0 | 161.1 |
| (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 | 190 | 199.3 |
| By Discretionary | ||
| Discretionary | 190 | 199.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 190 | 199.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.3 | |
| Total | 190 | 199.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
BAM Wealth Management LLC
✚
|
CO | 202.0 M |
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 201.2 M |
|
Nestlerode & LOY Inc
✚
|
PA | 199.1 M |
|
Invisor Financial LLC
✚
|
KS | 198.5 M |
|
Entasis Asset Management LLC
✚
|
WI | 197.9 M |
|
Davis Wealth Advisors LLC
✚
|
NH | 197.1 M |
|
Amphora Wealth Management LLC
✚
|
NC | 196.2 M |
|
Charter Wealth Management Inc
✚
|
NC | 195.6 M |
|
ATCAP Partners LLC
✚
|
MD | 195.5 M |
|
Plan Life & Wealth Management Inc
✚
|
CA | 195.4 M |