NAVIGAR ADVISORS, INC.

Overview

Navigar Advisors, Inc. is a small, independent registered investment adviser that concentrates on wealth management for individuals and families and portfolio management for small businesses. The firm operates on a fee model that combines a percentage of assets under management with hourly charges for planning or advisory work. Investment activity is heavily equity-oriented: the adviser shows a clear preference for exchange-traded equities and ETFs for core portfolio exposure, while also using third‑party alternative managers for select client allocations. Given the client base and account counts, the firm appears to run relatively concentrated, individualized portfolios rather than large, institutional sleeves. Its advisory services include financial planning and discretionary portfolio management. The firm’s industry affiliation as a real estate broker suggests they may coordinate real estate holdings or opportunities alongside securities portfolios when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices