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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NAVALIGN, LLC

CRD 119919

ENCINO, CA

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:7fb72dd3-56d9-b9cb-8742-bb567fe21222

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: Nov 17, 2011 to Apr 2, 2026
45 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=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $732MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $732M
Private client RAUM: $668MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $91.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,906
Individual clients: 439
High net worth clients: 241
SEC number: 801-66206
CIK: 1820593
CRD: 119919
Filings on the tape: 45
First filed: Nov 17, 2011
Latest filed: Apr 2, 2026
Organised: Limited Liability Company, CA

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
DAVID WILLIAM JACOBS	n/a	ENCINO, CA	8	28	1	no
STEVE TRINH	n/a	ENCINO, CA	8	14	2	no
STEPHEN EDWARD RISCHALL	Certified Financial Planner	ENCINO, CA	8	17	4	no
MATT JOSEPH STADELMAN	n/a	ENCINO, CA	8	17	3	no
KEVIN MICHAEL HAWLEY	Certified Financial Planner	ENCINO, CA \| Oak Lawn, IL	8	16	3	no
SCOTT CHRISTOPHER GAYNOR	Certified Financial Planner	ENCINO, CA	3	14	3	no
ARYAN GOLZAR SHABESTARY	n/a	ENCINO, CA	0	12	n/a	no
MICHAEL A PARTLOW	n/a	ENCINO, CA	0	10	1	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
CARTER, CHRISTOPHER, MATTHEW	MEMBER & CHIEF COMPLIANCE OFFICER	C	yes	03/2002	Nov 17, 2011	Nov 8, 2024
JACOBS, DAVID, WILLIAM	Member	C	yes	03/2002	Nov 17, 2011	Nov 8, 2024
RISCHALL, STEPHEN, EDWARD	Member	B	yes	06/2018	Jul 16, 2018	Nov 8, 2024
STADELMAN, MATTHEW, J	Member	B	yes	06/2018	Jul 16, 2018	Nov 8, 2024

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$732M	$732M	10	8	0	n/a	n/a
2024	Mar 27, 2025	$656M	$656M	9	7	0	n/a	n/a
2023	Mar 21, 2024	$554M	$554M	9	7	0	n/a	n/a
2022	Mar 16, 2023	$439M	$439M	8	6	0	n/a	n/a
2021	Mar 24, 2022	$490M	$490M	9	7	0	n/a	n/a
2020	Mar 25, 2021	$405M	$405M	9	7	0	n/a	n/a
2019	Mar 19, 2020	$356M	$356M	7	7	0	n/a	n/a
2018	Jan 30, 2019	$170M	$170M	7	6	0	n/a	n/a
2017	Mar 20, 2018	$124M	$124M	4	3	0	n/a	n/a
2016	Mar 27, 2017	$101M	$101M	4	3	n/a	n/a	n/a
2015	Mar 21, 2016	$113M	$113M	4	3	n/a	n/a	n/a
2014	Mar 10, 2015	$113M	$113M	4	3	n/a	n/a	n/a
2013	Mar 10, 2014	$101M	$101M	4	3	n/a	n/a	n/a
2012	Feb 11, 2013	$95.4M	$95.4M	4	3	n/a	n/a	n/a
2011	Mar 1, 2012	$77.9M	$77.9M	n/a	n/a	n/a	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
1	0	1	0.0%	0	0	0	1	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	$732M	$656M	11.7%	$439M	18.6%	10	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
1080 FINANCIAL GROUP	2	Dec 31, 2018	Jul 16, 2018	ENCINO, CA	Team lift out	Other	100.0%

Relationships

Registered with (10)

← MICHAEL A PARTLOWAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← ARYAN GOLZAR SHABESTARYAdvisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← SCOTT CHRISTOPHER GAYNORAdvisorregistration: current employment
Jul 14, 2023 to presentfactForm ADV
← KEVIN MICHAEL HAWLEYAdvisorregistration: current employment
Sep 21, 2018 to presentfactForm ADV
← STEPHEN EDWARD RISCHALLAdvisorregistration: current employment
Jul 16, 2018 to presentfactForm ADV
← MATT JOSEPH STADELMANAdvisorregistration: current employment
Jul 16, 2018 to presentfactForm ADV
← DAVID WILLIAM JACOBSAdvisorregistration: previous registration
Jun 5, 2002 to Dec 31, 2017factForm ADV
← STEVE TRINHAdvisorregistration: previous registration
Jan 20, 2015 to Dec 31, 2017factForm ADV
← ANDREW MEAD DAVISAdvisorregistration: previous registration
Sep 30, 2013 to Jan 22, 2015factForm ADV
← ANDREA HELENE MATOLOAdvisorregistration: previous registration
Apr 30, 2007 to Jan 4, 2012factForm ADV

Controls (4)

← CARTER, CHRISTOPHER, MATTHEWOwnerMEMBER & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 17, 2011 to Nov 8, 2024factForm ADV
← JACOBS, DAVID, WILLIAMOwnerMEMBER, ownership code C, individual
Nov 17, 2011 to Nov 8, 2024factForm ADV
← STADELMAN, MATTHEW, JOwnerMEMBER, ownership code B, individual
Jul 16, 2018 to Nov 8, 2024factForm ADV
← RISCHALL, STEPHEN, EDWARDOwnerMEMBER, ownership code B, individual
Jul 16, 2018 to Nov 8, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Regulatory AUM changed
Navalign, Llc reported RAUM $553.7M, up 26% from $438.7M (2023-09-27 to 2024-03-21)
Form ADVobserved 6 days ago
$115M
Occurred
Mar 19, 2020
Regulatory AUM changed
Navalign, Llc reported RAUM $356.2M, up 109% from $170.3M (2019-10-30 to 2020-03-19)
Form ADVobserved 6 days ago
$186M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fb72dd3-56d9-b9cb-8742-bb567fe21222
First observed: Nov 17, 2011
Last observed: Apr 2, 2026 5 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.

NAVALIGN, LLC

CRD 119919

ENCINO, CA

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:7fb72dd3-56d9-b9cb-8742-bb567fe21222

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WILLIAM JACOBS

n/a

ENCINO, CA

STEVE TRINH

n/a

ENCINO, CA

STEPHEN EDWARD RISCHALL

Certified Financial Planner

ENCINO, CA

MATT JOSEPH STADELMAN

n/a

ENCINO, CA

KEVIN MICHAEL HAWLEY

Certified Financial Planner

ENCINO, CA | Oak Lawn, IL

SCOTT CHRISTOPHER GAYNOR

Certified Financial Planner

ENCINO, CA

ARYAN GOLZAR SHABESTARY

n/a

ENCINO, CA

n/a

MICHAEL A PARTLOW

n/a

ENCINO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARTER, CHRISTOPHER, MATTHEW

MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2002

Nov 17, 2011

Nov 8, 2024

JACOBS, DAVID, WILLIAM

Member

yes

03/2002

Nov 17, 2011

Nov 8, 2024

RISCHALL, STEPHEN, EDWARD

Member

yes

06/2018

Jul 16, 2018

Nov 8, 2024

STADELMAN, MATTHEW, J

Member

yes

06/2018

Jul 16, 2018

Nov 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$732M

n/a

2024

Mar 27, 2025

$656M

n/a

2023

Mar 21, 2024

$554M

n/a

2022

Mar 16, 2023

$439M

n/a

2021

Mar 24, 2022

$490M

n/a

2020

Mar 25, 2021

$405M

n/a

2019

Mar 19, 2020

$356M

n/a

2018

Jan 30, 2019

$170M

n/a

2017

Mar 20, 2018

$124M

n/a

2016

Mar 27, 2017

$101M

n/a

2015

Mar 21, 2016

$113M

n/a

2014

Mar 10, 2015

$113M

n/a

2013

Mar 10, 2014

$101M

n/a

2012

Feb 11, 2013

$95.4M

n/a

2011

Mar 1, 2012

$77.9M

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

$732M

$656M

11.7%

$439M

18.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

1080 FINANCIAL GROUP

Dec 31, 2018

Jul 16, 2018

ENCINO, CA

Team lift out

Other

100.0%