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NAVY FEDERAL INVESTMENT SERVICES, LLC
CRD 138459File 801-68067
APPROVED
Retail clients
Filing as of May 19, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.