Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$532K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
NAVIANT PARTNERS, LLC
Economics
Client mix
| Individuals Other | 73 |
| Individuals High Net Worth | 57 |
Operations
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
1 advisors → 2 advisors▲ +100%
Primary office
FAIRHOPE AL
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
03/23/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
NAVIANT PARTNERS HOLDINGS, LLC
Control Persons
NAVIANT PARTNERS HOLDINGS, LLC
GROSS, CHARLES, THOMAS
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
NAVIANTPARTNERS.COM
Rdap Domain Creation Date
2025-10-20T13:35:18Z
Rdap Registrar
NameCheap, Inc.
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Participants
234
Form 5500 Total Compensation
25,268
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
25,268
Schedule C Service Provider Rows
4
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.3618
Soi Zip Pct 200k Plus
0.1436
Soi Zip Returns 200k Plus
2,390
Soi Zip Total AGI
2,077,121
Fdic Zip Total Deposits
24,718,090,000
Fdic Zip Top Banks
Compass Bank
First Horizon Bank
Compliance & brand
Firm Registration Status
active
All other collected signals (23)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
First Alabama BankFairhope, AL
First Alabama BankFairhope, AL
Fdic Zip Top Bank Share Pct
19
Rdap Domain Expiration Date
2030-10-20T13:35:18Z
Rdap Domain Last Changed
2026-01-06T02:15:37Z
Rdap Nameservers
Ns4.wixdns.netNs5.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
103,472
Soi Zip Total Cap Gains
185,277
Soi Zip Total Dividends
68,843
Soi Zip Total Returns
16,640
Trust Company Affiliate
No
