NAVIQUANT

NAVIQUANT CAPITAL MANAGEMENT LLC

CRD 325236 · SEC 801-127544

Visit website

OR, United States

Phone

(503) 476-7811

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$199.3M

Discretionary AUM

$199.3M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingEducational seminars

Client types

Type	Clients	AUM
Individuals	176	$20.5M
Pooled investment vehicles	5	$17.7M

States served

OR, WA

All web addresses on file

https://naviquant.com/
https://www.linkedin.com/company/naviquant/about/

Official SEC filing: View on IAPD