Naylor & Company

RIASEC RegisteredEst. 2026

Total AUM

$103M

Discretionary

$102M

99% of AUM

Avg account

$431K

Accounts

240

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 124924
Registered since: May 20, 2026
Website: www.naylorinvest.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: HNWI80.63%
Individuals17.61%
Pension & Profit Sharing Plans1.76%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Naylor & Company is an independent, limited liability registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and provides a mix of financial planning and discretionary portfolio management services for individuals and small businesses. It also offers pension consulting support and the selection of outside managers for clients. The firm does not identify itself as an active ESG investor.