Managing Member · Naviant Partners, LLC
Brandon D. Pilot
CRD 5944655 · Named on Form ADV at one SEC-registered adviser
At a glance
Naviant Partners, LLC, an SEC-registered wealth manager based in Fairhope, AL with $177 million in regulatory assets, lists Brandon D. Pilot on its Form ADV as Managing Member, a control person.
Firms and roles
- Naviant Partners, LLCManaging MemberWealth manager · Fairhope, AL · $177M in regulatory assets
AtlasMembers
Brandon’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charles T. GrossManaging Member, Naviant Partners, LLC
- Jonathan D. KippPartner and Chief Compliance Officer, Naviant Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.