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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NAVIANT PARTNERS, LLC

CRD 339108

FAIRHOPE, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ae48580-cebf-2c6a-7e33-fcfc794ea666

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 26, 2025 to Mar 23, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $177MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $177M
Private client RAUM: $175MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $88.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 443
Individual clients: 73
High net worth clients: 57
Custody, client assets: $46.1M
SEC number: 801-134802
CRD: 339108
Filings on the tape: 3
First filed: Nov 26, 2025
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, DE
Website: naviantpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Abigail Nicole Williams	Certified Financial Planner	FAIRHOPE, AL \| LONGVIEW, TX	0	12	2	no
DONALD R LAURENCE	Certified Financial Planner	SAN ANTONIO, TX \| FAIRHOPE, AL	0	27	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GROSS, CHARLES, THOMAS	MANAGING MEMBER	Na	yes	10/2025	Mar 23, 2026	Mar 23, 2026
KIPP, JONATHAN, DEAN	PARTNER AND CHIEF COMPLIANCE OFFICER	Na	yes	10/2025	Mar 23, 2026	Mar 23, 2026
NAVIANT PARTNERS HOLDINGS, LLC	Owner	E	yes	10/2025	Mar 23, 2026	Mar 23, 2026
PILOT, BRANDON, DOWNEY	MANAGING MEMBER	Na	yes	10/2025	Mar 23, 2026	Mar 23, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$177M	$177M	11	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$177M	n/a	n/a	n/a	n/a	11	n/a	2	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STONE OAK WEALTH MANAGEMENT, LLC	2	Jan 26, 2026	Jan 14, 2026	SAN ANTONIO, TX	Team lift out	RIA to new firm	40.0%

Relationships

Controls (4)

← PILOT, BRANDON, DOWNEYOwnerMANAGING MEMBER, ownership code NA, individual
Mar 23, 2026 to presentfactForm ADV
← GROSS, CHARLES, THOMASOwnerMANAGING MEMBER, ownership code NA, individual
Mar 23, 2026 to presentfactForm ADV
← KIPP, JONATHAN, DEANOwnerPARTNER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 23, 2026 to presentfactForm ADV
← NAVIANT PARTNERS HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Mar 23, 2026 to presentfactForm ADV

Registered with (2)

← DONALD R LAURENCEAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← Abigail Nicole WilliamsAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV

Moved with (1)

← STONE OAK WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out
Jan 26, 2026 to Jan 14, 2026factForm ADV

Dated events

Occurred
Jan 26, 2026
Team lift-out
2 advisors left Stone Oak Wealth Management, LLC (San Antonio, TX) for Naviant Partners, LLC a day apart
Form ADVobserved 5 days ago
2 advisors
Occurred
Nov 26, 2025
Advisor owns new adviser
Brandon Downey Pilot, registered through Bienville Capital Management, LLC (New York, NY), is a direct owner of Naviant Partners, LLC, an adviser first registered 2025-11-26
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ae48580-cebf-2c6a-7e33-fcfc794ea666
First observed: Nov 26, 2025
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NAVIANT PARTNERS, LLC

CRD 339108

FAIRHOPE, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ae48580-cebf-2c6a-7e33-fcfc794ea666

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Abigail Nicole Williams

Certified Financial Planner

FAIRHOPE, AL | LONGVIEW, TX

DONALD R LAURENCE

Certified Financial Planner

SAN ANTONIO, TX | FAIRHOPE, AL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GROSS, CHARLES, THOMAS

MANAGING MEMBER

yes

10/2025

Mar 23, 2026

KIPP, JONATHAN, DEAN

PARTNER AND CHIEF COMPLIANCE OFFICER

yes

10/2025

Mar 23, 2026

NAVIANT PARTNERS HOLDINGS, LLC

Owner

yes

10/2025

Mar 23, 2026

PILOT, BRANDON, DOWNEY

MANAGING MEMBER

yes

10/2025

Mar 23, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$177M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$177M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STONE OAK WEALTH MANAGEMENT, LLC

Jan 26, 2026

Jan 14, 2026

SAN ANTONIO, TX

Team lift out

RIA to new firm

40.0%