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NAYLOR & COMPANY

NAYLOR & COMPANY INVESTMENTS, LLC

CRD 124924 · SEC 801-136313

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$103.4M

Discretionary AUM

$102.3M

Team

5 total employees; 4 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals59$18.2M
High net worth individuals43$83.4M
Pension/profit sharing plans3$1.8M

All web addresses on file

Official SEC filing: View on IAPD