Naviquant
SEC RegisteredLogic in investing.
About the firm
Naviquant is an active, quantitative RIA boutique serving individuals, institutions, and advisors. Investment decisions are driven by systematic data analysis and a rules-based process designed to be repeatable across market cycles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Disciplined portfolio management and retirement planning for individuals and families (fee-only, no commissioned products); discretionary investment management for ERISA retirement plan sponsors, pensions, endowments, and foundations; and quantitative strategies made available to registered investment advisers and institutional investment consultants for their qualified plan clients.
Who they serve
Individuals and families planning for retirement, institutional plan sponsors (retirement plans, pensions, endowments, and foundations), and financial advisors and consultants who recommend Naviquant strategies to their own clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 176 | $20M |
| Pension/Profit Sharing Plans | 5 | $18M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,000 to $3,000,000 | 0.85% |
| $3,000,000 to $10,000,000 | 0.75% |
| Over $10,000,000 | 0.65% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Naviquant has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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