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Investment Lead · Navian Investment Management

Braden V. Beals

CRD 6158615 · Named on Form ADV at one SEC-registered adviser

At a glance

Navian Investment Management, an SEC-registered asset manager based in Cincinnati, OH with $0 in regulatory assets, lists Braden V. Beals on its Form ADV as Investment Lead, a control person.

Firms and roles

AtlasMembers

Braden’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Braden’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.