Napier Financial
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 336725
- Registered since
- June 26, 2025
- Website
- napierfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.02%
- Individuals13.7%
- Corporations / Businesses6.39%
- Other Investment Advisers2.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Napier Financial is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines financial planning with discretionary and non‑discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Napier uses a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — rather than a single fee model. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds13%
- Non-Exchange Traded Equities8%
- US Government Bonds3%
- Other2%
Owners & executives
2 of 2
Thomas Fletcher
Chief Investment OfficerCRD 1271532
Matthew Hodges
Principal & COOCRD 6156305
Contacts
3 of 9William Clement
CRD 8093801
John Napolitano
Founder & ChairmanCRD 2311315
Alexander Weiss
President & Wealth ManagerCRD 5345503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 236Active vs passive
$494M in ETFs
95%
$471M
5%
$23.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $62.6M | 152,880 | 12.67% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 30 Braintree Hill Office Park
- Time zone
- ET (UTC-5)
- Office locations
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