Naylor & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,565,923
Clients
102
Advisors
4
of 5 employees
About
Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high‑net‑worth clients, families, pension and profit‑sharing plans, and businesses. The firm delivers discretionary portfolio management for individual accounts, flat‑fee financial planning services, and also acts as a sub‑advisor to other investment advisers, typically charging percentage‑of‑assets fees.
The firm’s investment process emphasizes fundamental analysis (including price‑to‑earnings valuation) alongside technical indicators, with a notable allocation to small‑ and mid‑capitalization and cyclical companies that may produce greater short‑term volatility. Portfolios are tailored to client objectives through adjustments in cash and fixed‑income exposure and may include ETFs, institutional mutual funds, individual stocks and select private alternatives.
Distinctive features in the brochure include an explicit acknowledgment that the firm advertises performance results, together with the standard disclaimer that past performance is not indicative of future results. The firm also discloses an ownership structure that includes passive investor partners who are long‑term clients, its recent SEC registration in 2026 while operating since 2003, management of roughly $103 million in client assets, and the use of broker custodians (such as Interactive Brokers) for fee debit arrangements.
Client services
Expertise
Fee options
Flat fee charged for financial planning and consulting services, amount based on scope and complexity.
Up to 3% per year (negotiable, but do not exceed 3%)
Account minimum: $100,000 Fee-only: Flat fee for financial planning and consulting services based on scope and complexity; some free planning services in certain circumstances.
Main office
Orinda CA
Advisors at this office
4
Most active in
Arizona · California · Maryland · New York · Texas
Also doing business as
Naylor & Co., LLC · Naylor & Company · Naylor & Company Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Advisors at this firm
Dmitriy B
Series 65
Orinda, CA
Naylor & Company
Dmitriy Bolotnyy is a financial advisor at Naylor & Company with nine years of industry experience. He holds the Series 65 designation and has worked at Naylor & Company since 2017. Prior to his advisory role, he spent five years at Irth Communications. Outside of finance, Dmitriy composes music through a business called Shortcake Music and manages a fruit orchard in New York named Velvet Earth Farm. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, families, and institutions. The firm’s investment approach combines fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a variety of asset types.
Angela T
Series 65
Orinda, CA
Naylor & Company
Angela Thorstenson is a financial advisor at Naylor & Company with a Series 65 designation and two years of industry experience. She has been with Naylor & Company Investments, LLC since 2021. Prior to her advisory role, she worked in social services and education sectors. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental and technical analysis, with portfolios tailored to client objectives and a focus on small- and mid-capitalization and cyclical companies.
Chad N
Series 65
Orinda, CA
Naylor & Company
Chad Naylor is a financial advisor at Naylor & Company in Orinda, CA, holding a Series 65 designation with 23 years of industry experience. He has worked at Naylor & Company since 2003. Naylor & Company provides investment advice, portfolio management, and financial planning for individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm emphasizes fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a range of investment vehicles.
Michael T
Series 65
Orinda, CA
Naylor & Company
Michael Testa is a Series 65 licensed financial advisor at Naylor & Company with one year of industry experience. His prior roles include positions at QuinStreet, Scale AI/Outlier AI, and Rocket Mortgage. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental analysis and technical indicators, with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives across various asset types.
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