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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$242MItem 5.F on the latest filing (2026-02-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$241M

Private client RAUM

$242MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$60.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

418

Individual clients

83

High net worth clients

72

Custody, client assets

$4.9M

SEC number

801-116690

CRD

289548

Filings on the tape

19

First filed

Apr 25, 2019

Latest filed

Feb 13, 2026

Organised

Corporation, AZ

• Occurred

  Apr 4, 2022
  Control person left

  L Vanessa Davis (Cfo) no longer on Schedule A of Nrg Wealth Management (listed 2022-03-07, absent 2022-04-04)

  Form ADVobserved 6 days ago
• Occurred

  Apr 25, 2019
  First Form ADV filing

  Navigation Retirement Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a79033a5-883f-0792-34ad-29f4e1582e89

First observed

Apr 25, 2019

Last observed

Feb 13, 2026 7 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.