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NAYLOR & COMPANY
Legal name: NAYLOR & COMPANY INVESTMENTS, LLC
CRD 124924File 801-136313
APPROVED
Retail clients
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$103.4M
Bottom 25% of cohort (national)
Discretionary AUM
$102.3M
Non-discretionary $1.1M
Clients
105
240 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 20, 2026
- Principal office
- Not reported
- Phone
- 415-741-7280
- Website
- HTTP://WWW.NAYLORINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $103.4M
- Discretionary AUM
- $102.3M
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 233
- Non-discretionary accounts
- 7
- Total accounts
- 240
- AUM per client
- $985K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $83.4M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 59 | $18.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.