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| Keyboard |
| Naylor Capital LLC
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|---|---|
| CRD # | 170821 |
| SEC # | 801-130719 |
| CIK # | |
| AUM | 202.1 M (2026-03-21) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 818-292-1474 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 9.3 |
| (b) Individuals (high net worth individuals) | 57 | 57.4 |
| (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 | 25 | 120.7 |
| (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 | 2 | 14.6 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 202.1 |
| By Discretionary | ||
| Discretionary | 322 | 81.4 |
| Non-Discretionary | 25 | 120.7 |
| Total | 347 | 202.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.1 | |
| Total | 347 | 202.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 202.4 M |
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McGuire Capital Advisors Inc
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OK | 202.4 M |
|
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TX | 202.3 M |
|
Phil A Younker & Associates Ltd
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Johnson Lyman Inc
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CA | 202.1 M |
|
Abbington Investment Group LLC
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ME | 202.1 M |
|
KCD Financial Inc
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|
WI | 202.1 M |
|
J M Brown & Associates Inc
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OK | 202.1 M |
|
Wealth Advisors LLC
✚
|
OH | 202.0 M |
|
Clearview Wealth Advisors LLC
✚
|
OR | 201.8 M |