Navian Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Navian Asset Management, LLC is a newly registered investment adviser that offers discretionary and non‑discretionary portfolio management with integrated financial planning to individuals (including high net worth) and charitable organizations. As of the brochure date the firm reported no clients and no assets under management, and financial planning is provided only as part of its portfolio management engagements rather than as a standalone service.
The firm emphasizes customized portfolio construction informed by multiple methods of analysis—fundamental, technical, charting, cyclical analysis, and modern portfolio theory—and may employ a broad set of instruments when suitable, including options, derivatives, leveraged ETFs, structured products, margin, short sales, and digital assets. Navian may engage in more active trading and rebalancing where appropriate and typically maintains client assets with a qualified custodian and deducts advisory fees directly from client accounts.
Navian is distinct from many peers because of its operational ties to broker‑dealer and insurance‑related businesses: it is owned by Navian Capital, LLC and its advisory personnel are registered representatives of affiliated broker‑dealers (Navian Capital Securities, LLC and LFT Securities, LLC), while senior executives also run related fintech and structured‑product platforms. Those affiliations create potential conflicts—advisors can receive separate commission‑based compensation in their broker‑dealer roles and the firm discloses referral and affiliation arrangements—while the brochure also notes clients are under no obligation to use affiliated services.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% over $10,000,000+: negotiable
Registered representatives receive commissions and 12b-1 fees for securities transactions separate from advisory fees.
Main office
Naples FL
Advisors at this office
2
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Braden B
CFA®, Series 66
Naples, FL
Navian Asset Management, LLC
Braden Beals is a CFA® charterholder with 12 years of industry experience. He is currently with Navian Asset Management, LLC and has held roles at LFT Securities, LLC and Luma Financial Technologies, LLC. Outside of advisory work, he serves as Director of Sales and Product Origination at Luma Financial Technologies, a financial technology platform for advisors. Navian Asset Management, LLC is a newly registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients and charitable organizations. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment methods and instruments.
Louis L
CFA®, Series 63
Naples, FL
Navian Asset Management, LLC
Louis Lemos II is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Navian Asset Management, LLC since 2025 and previously held roles at Luma Financial Technologies, Navian Capital LLC, and First Kentucky Trust. Navian Asset Management, LLC provides discretionary and non-discretionary portfolio management with integrated financial planning to individuals, including high net worth clients, and charitable organizations. The firm uses a customized portfolio construction approach that incorporates various analytical methods and a broad range of investment instruments, including options and digital assets.
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