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| Keyboard |
| Naylor & Company Investments LLC
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|---|---|
| CRD # | 124924 |
| SEC # | 801-136313 |
| CIK # | |
| AUM | 103.4 M (2026-04-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 415-741-7280 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 18.2 |
| (b) Individuals (high net worth individuals) | 43 | 83.4 |
| (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 | 3 | 1.8 |
| (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 | 240 | 103.4 |
| By Discretionary | ||
| Discretionary | 233 | 102.3 |
| Non-Discretionary | 7 | 1.1 |
| Total | 240 | 103.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.4 | |
| Total | 240 | 103.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bright Lake Wealth Management LLC
✚
|
CA | 103.6 M |
|
Lifefocus Financial Advisors LLC
✚
|
WA | 103.5 M |
|
AG Financial LLC
✚
|
UT | 103.5 M |
|
Seaside Wealth Advisors LLC
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|
NC | 103.5 M |
|
Stage Wealth Management Inc
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|
103.5 M | |
|
Riverstone Asset Management LLC
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|
KY | 103.0 M |
|
Moralis Technologies LLC
✚
|
PA | 103.0 M |
|
Eagle Capital Advisors LLC
✚
|
CT | 103.0 M |
|
Pearl Wealth Group LLC
✚
|
102.9 M | |
|
Opportunus Wealth Management LLC
✚
|
102.9 M |