Naviter Wealth, LLC
● SEC registered since 2021CRD 311508SEC# 801-120077Little Rock, AR
Reg. AUM
$1.6B
Employees
15
Accounts
967
Location
Little Rock, AR
Naviter Wealth, LLC assets under management
Naviter Wealth, LLC is an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 2021. It reports $1.6 billion in regulatory assets under management and employs 15 people.
Naviter Wealth, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bentley Edward Blackmon Control | Chief Executive Officer | Under 5% | 2021 |
| Daniel Patton Russell Control | Chief Compliance Officer | Under 5% | 2021 |
| John William Kornet Control | Chief Investment Officer | Under 5% | 2021 |
| Jordan L. Bauer Control | Chief Operating Officer | Under 5% | 2021 |
| Lyndell Phillip Worthen Control | President | Under 5% | 2021 |
| Naviter Holdings, LLC Control | Managing Member | Over 75% | 2020 |
| Beb Limited Partnership, LLLP Control | Member | Over 75% | 2020 |
| Bentley Edward Blackmon Control | Trustee | — | 2004 |
| Bentley Edward Blackmon Living Revocable Trust Control | General Partner | Over 75% | 2004 |
| Chapter Two Holdings, LLC Control | Member | Over 75% | 2021 |
Frequently asked questions
How much does Naviter Wealth, LLC manage?
Naviter Wealth, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Naviter Wealth, LLC have?
Naviter Wealth, LLC reports 15 employees.
Where is Naviter Wealth, LLC located?
Naviter Wealth, LLC is based in Little Rock, AR and has been SEC-registered since 2021.
Does Naviter Wealth, LLC disclose fund performance?
Naviter Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Information Way, Suite 400, Little Rock, AR 72202 |
| Phone | (501) 333-9800 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1855567 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.6B▲ 3%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$1.6Bregulatory AUM
Discretionary $1.6B