NAPIER FINANCIAL

Legal name: NAPIER FINANCIAL, LLC

CRD 336725File 801-133755

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$587.9M

Above cohort median (national)

Discretionary AUM

$547.0M

Non-discretionary $40.9M

Clients

242

993 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jun 26, 2025
Principal office: 30 BRAINTREE HILL OFFICE PARK, SUITE 201, BRAINTREE, MA, 02184
Phone: 781-884-2300
Website: https://www.linkedin.com/company/napier-financial/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $587.9M
Discretionary AUM: $547.0M
Non-discretionary AUM: $40.9M
Discretionary accounts: 945
Non-discretionary accounts: 48
Total accounts: 993
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$37.6M
Other investment advisers	6	$17.0M
High net worth individuals	120	$452.9M
Individuals (other than high net worth individuals)	104	$80.5M

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 businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
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.