NAVIGATION GROUP LLC

CRD 130982File 801-110408

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.01B

Above cohort median (national)

Discretionary AUM

$985.8M

Non-discretionary $26.3M

Clients

342

1,394 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 28, 2017
Principal office: 3 LAGOON DRIVE, SUITE 110, REDWOOD SHORES, CA, 94065
Phone: 650-595-1700
Website: https://www.navigationgroup.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.01B
Discretionary AUM: $985.8M
Non-discretionary AUM: $26.3M
Discretionary accounts: 1,357
Non-discretionary accounts: 37
Total accounts: 1,394
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$56.4M
Charitable organizations	Fewer than 5	$6.1M
High net worth individuals	254	$887.0M
Pension and profit sharing plans	6	$19.3M
Individuals (other than high net worth individuals)	76	$43.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.