Navalign, Llc
- Regulatory AUM
- $732M
- Discretionary
- $732M
- Clients
- 716
- Avg AUM / client
- $1.0M
- Accounts
- 1,906
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 439 | $138M | 18.8% |
| High net worth individuals | 241 | $530M | 72.5% |
| Pension and profit sharing plans | 32 | $58.7M | 8.01% |
| Charitable organizations | 1 | $428K | 0.06% |
| Corporations and other businesses | 3 | $4.6M | 0.63% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carter, Christopher, Matthew | Member & Chief Compliance Officer | Mar 2002 (24y) | 25% – 50% | |
| David William Jacobs | Member | Mar 2002 (24y) | 25% – 50% | |
| Stadelman, Matthew, J | Member | Jun 2018 (8y) | 10% – 25% | |
| Stephen Edward Rischall | Member | CFP | Jun 2018 (8y) | 10% – 25% |
| Steve Trinh | Registered representative | Jan 2018 (9y) | ||
| Matt Joseph Stadelman | Registered representative | Jul 2018 (8y) | ||
| Kevin Michael Hawley | Registered representative | CFP | Sep 2018 (8y) | |
| Scott Christopher Gaynor | Registered representative | CFP | Jul 2023 (3y) | |
| Aryan Golzar Shabestary | Registered representative | Nov 2025 (1y) | ||
| Michael A Partlow | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $679M (93% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗