Navian Asset Management, LLC

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.