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NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459File 801-68067
APPROVED
Retail clients
Filing as of Sep 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.10B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.10B
Clients
7,424
8,783 accounts
Employees
206
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 21, 2007
- Principal office
- 1007 ELECTRIC AVE, VIENNA, VA, 22180
- Phone
- 703-206-1517
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.10B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.10B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 8,783
- Total accounts
- 8,783
- AUM per client
- $283K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 331 | $422.7M |
| Individuals (other than high net worth individuals) | 7,093 | $1.68B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 176 | 206 | increased by30 |
| Apr 1, 2026 | Clients | 6,406 | 7,424 | increased by1,018 |
| Apr 1, 2026 | AUM | $1,713,608,579 | $2,100,125,394 | increased by$386,516,815 |
| Apr 1, 2026 | Accounts | 7,472 | 8,783 | increased by1,311 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 136 | 176 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,286 | 6,406 | increased by1,120 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $899,083,385 | $1,713,608,579 | increased by$814,525,194 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,215 | 7,472 | increased by2,257 |
| Apr 1, 2022 | Employees | 116 | 136 | increased by20 |
| Apr 1, 2022 | Clients | 4,365 | 5,286 | increased by921 |
| Apr 1, 2022 | AUM | $726,306,540 | $899,083,385 | increased by$172,776,845 |
| Apr 1, 2022 | Accounts | 4,365 | 5,215 | increased by850 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NAVY FEDERAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NAVY FEDERAL” may also match similarly-named firms). Confirm identity against each filing.
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.