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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

NAVITER WEALTH, LLC

CRD 311508

LITTLE ROCK, AR

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:d91bc8ad-9dd9-67f6-0f42-52bc81081baa

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 15
On other graphs: 0
Observed: Dec 2, 2020 to Sep 4, 2026
30 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=0.92 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 13
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 957
Individual clients: 79
High net worth clients: 253
Custody, client assets: $605M
SEC number: 801-120077
CIK: 1855567
CRD: 311508
Filings on the tape: 30
First filed: Dec 2, 2020
Latest filed: Sep 4, 2026
Organised: Limited Liability Company, DE
Website: naviterwealth.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
LYNDELL PHILLIP WORTHEN	n/a	LITTLE ROCK, AR	5	18	1	no
JOHN WILLIAM KORNET	Certified Financial Planner	LITTLE ROCK, AR	5	11	1	no
DANIEL PATTON RUSSELL	n/a	LITTLE ROCK, AR	5	11	1	no
BENTLEY EDWARD BLACKMON	Certified Financial Planner\|Chartered Financial Analyst	LITTLE ROCK, AR	5	31	2	no
JACKSON PAUL RATCLIFF	n/a	LITTLE ROCK, AR	3	14	n/a	no
Caitlin Marie McDaniel	Certified Financial Planner	LITTLE ROCK, AR	2	16	n/a	no
Blake Abston	Certified Financial Planner	LITTLE ROCK, AR	2	16	2	no
JORDAN L. BAUER	Certified Financial Planner	LITTLE ROCK, AR	2	12	1	no
GRANT WILLIAM STEVENSON	n/a	LITTLE ROCK, AR	1	11	n/a	no
Trevor WILLIAM Booth	n/a	LITTLE ROCK, AR	1	14	n/a	no
ROBERT BLANE BROOKS	n/a	Laurel Hill, FL \| LITTLE ROCK, AR	1	20	5	no
Carter Robinson	n/a	LITTLE ROCK, AR	0	11	n/a	no
MATTHEW KING ESTES	n/a	LITTLE ROCK, AR	0	39	5	no
Nicole Hobbs	n/a	LITTLE ROCK, AR	0	18	n/a	no
Larry Dean Rogers	Chartered Financial Analyst	CARLSBAD, CA \| LITTLE ROCK, AR	0	12	3	no
Noah Adrian Smith	n/a	LITTLE ROCK, AR	0	10	n/a	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
BAUER, JORDAN, L.	CHIEF OPERATING OFFICER	Na	yes	01/2021	Sep 4, 2026	Sep 4, 2026
BLACKMON, BENTLEY, EDWARD	CHIEF EXECUTIVE OFFICER	Na	yes	03/2021	Sep 4, 2026	Sep 4, 2026
KORNET, JOHN, WILLIAM	CHIEF INVESTMENT OFFICER	Na	yes	01/2021	Sep 4, 2026	Sep 4, 2026
NAVITER HOLDINGS, LLC	MANAGING MEMBER	E	yes	11/2020	Sep 4, 2026	Sep 4, 2026
RUSSELL, DANIEL, PATTON	CHIEF COMPLIANCE OFFICER	Na	yes	01/2021	Sep 4, 2026	Sep 4, 2026
WORTHEN, LYNDELL, PHILLIP	President	Na	yes	01/2021	Sep 4, 2026	Sep 4, 2026
BEB LIMITED PARTNERSHIP, LLLP	Member	E	yes	11/2020	Sep 9, 2021	Oct 16, 2024
BENTLEY EDWARD BLACKMON LIVING REVOCABLE TRUST	GENERAL PARTNER	E	yes	10/2004	Sep 9, 2021	Oct 16, 2024
BLACKMON, BENTLEY, EDWARD	Trustee	F	yes	08/2004	Apr 23, 2021	Oct 16, 2024
CHAPTER TWO HOLDINGS, LLC	Member	E	yes	09/2021	Sep 9, 2021	Oct 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NAVITER INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Rochester	NY	United States	2	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$1.6B	$1.6B	15	13	1	n/a	n/a
2024	Mar 25, 2025	$1.6B	$1.6B	17	11	2	n/a	n/a
2023	Mar 28, 2024	$1.3B	$1.3B	13	10	1	n/a	n/a
2022	Mar 30, 2023	$715M	$715M	7	5	0	n/a	n/a
2021	Mar 19, 2022	$558M	$558M	7	6	0	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	5	2

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	$1.9B	$1.6B	20.5%	$715M	37.8%	15	17	1	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UNITING WEALTH PARTNERS	2	Jun 30, 2025	Jun 25, 2025	ROCHESTER, NY	Team lift out	RIA to RIA	15.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Apr 26, 2023	Apr 14, 2023	ROCHESTER, NY	Team lift out	Ibd to RIA	0.1%
Stephens	4	Jan 29, 2021	Jan 23, 2024	LITTLE ROCK, AR	Team lift out	Ibd to new firm	2.1%

Relationships

Registered with (18)

← Noah Adrian SmithAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← Larry Dean RogersAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← Nicole HobbsAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← MATTHEW KING ESTESAdvisorregistration: current employment
Nov 3, 2025 to presentfactForm ADV
← Carter RobinsonAdvisorregistration: current employment
Oct 13, 2025 to presentfactForm ADV
← ROBERT BLANE BROOKSAdvisorregistration: current employment
Feb 24, 2025 to presentfactForm ADV
← Trevor WILLIAM BoothAdvisorregistration: current employment
Nov 12, 2024 to presentfactForm ADV
← GRANT WILLIAM STEVENSONAdvisorregistration: current employment
Oct 19, 2024 to presentfactForm ADV
← JORDAN L. BAUERAdvisorregistration: current employment
Jan 23, 2024 to presentfactForm ADV
← Blake AbstonAdvisorregistration: current employment
Dec 15, 2023 to presentfactForm ADV
← Caitlin Marie McDanielAdvisorregistration: current employment
Oct 2, 2023 to presentfactForm ADV
← JACKSON PAUL RATCLIFFAdvisorregistration: current employment
Apr 17, 2023 to presentfactForm ADV
← BENTLEY EDWARD BLACKMONAdvisorregistration: current employment
Apr 7, 2021 to presentfactForm ADV
← LYNDELL PHILLIP WORTHENAdvisorregistration: current employment
Jan 15, 2021 to presentfactForm ADV
← JOHN WILLIAM KORNETAdvisorregistration: current employment
Jan 15, 2021 to presentfactForm ADV
← DANIEL PATTON RUSSELLAdvisorregistration: current employment
Jan 15, 2021 to presentfactForm ADV
← RICHARD A DOUGHERTYAdvisorregistration: previous registration
Apr 14, 2023 to Jun 30, 2025factForm ADV
← ALECIA BETH FISHER DOUGHERTYAdvisorregistration: previous registration
Apr 14, 2023 to Jun 30, 2025factForm ADV

Affiliated with (1)

← ONE POINT SEVEN WEALTHRegistered adviserother investment adviser, common control
factForm ADV

Controls (9)

← BLACKMON, BENTLEY, EDWARDOwnerTRUSTEE, ownership code F, individual
Apr 23, 2021 to Oct 16, 2024factForm ADV
← WORTHEN, LYNDELL, PHILLIPOwnerPRESIDENT, ownership code NA, individual
Jan 15, 2021 to Oct 16, 2024factForm ADV
← BAUER, JORDAN, L.OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 23, 2021 to Oct 16, 2024factForm ADV
← KORNET, JOHN, WILLIAMOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 23, 2021 to Oct 16, 2024factForm ADV
← RUSSELL, DANIEL, PATTONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 15, 2021 to Oct 16, 2024factForm ADV
← BEB LIMITED PARTNERSHIP, LLLPOwnerMEMBER, ownership code E, domestic entity
Sep 9, 2021 to Oct 16, 2024factForm ADV
← BENTLEY EDWARD BLACKMON LIVING REVOCABLE TRUSTOwnerGENERAL PARTNER, ownership code E, domestic entity
Sep 9, 2021 to Oct 16, 2024factForm ADV
← CHAPTER TWO HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 9, 2021 to Oct 16, 2024factForm ADV
← NAVITER HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 2, 2020 to Oct 16, 2024factForm ADV

Moved with (2)

← STEPHENSRegistered adviser4 advisors, team lift out, same day
Jan 29, 2021 to Jan 23, 2024factForm ADV
← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Apr 26, 2023 to Apr 14, 2023factForm ADV

Dated events

Occurred
Jun 30, 2025
Team lift-out
2 advisors left Naviter Wealth, LLC (Rochester, NY) for Uniting Wealth Partners on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jun 30, 2025
Advisor changed firm
Richard A Dougherty left Naviter Wealth, Llc for Uniting Wealth Partners (registered 2025-06-25)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Alecia Beth Fisher Dougherty left Naviter Wealth, Llc for Uniting Wealth Partners (registered 2025-06-25)
Form ADVobserved 5 days ago
Occurred
Nov 16, 2023
Regulatory AUM changed
Naviter Wealth, Llc reported RAUM $1.1B, up 41% from $785.9M (2023-09-21 to 2023-11-16)
Form ADVobserved 5 days ago
$322M
Occurred
Apr 26, 2023
Team lift-out
2 advisors left Cambridge Investment Research Advisors, Inc. (Rochester, NY) for Naviter Wealth, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 30, 2023
Regulatory AUM changed
Naviter Wealth, Llc reported RAUM $715.0M, up 28% from $558.2M (2022-11-29 to 2023-03-30)
Form ADVobserved 5 days ago
$157M
Occurred
Sep 9, 2021
Control person left
Graham John Phoenix (Managing Member) no longer on Schedule A of Naviter Wealth, Llc (listed 2021-07-20, absent 2021-09-09)
Form ADVobserved 5 days ago
Occurred
Sep 9, 2021
Control person left
William Jay Hummel (Managing Member) no longer on Schedule A of Naviter Wealth, Llc (listed 2021-07-20, absent 2021-09-09)
Form ADVobserved 5 days ago
Occurred
Apr 23, 2021
Regulatory AUM changed
Naviter Wealth, Llc reported RAUM $458.5M, up 351% from $101.7M (2021-02-11 to 2021-04-23)
Form ADVobserved 5 days ago
$357M
Occurred
Apr 23, 2021
Control person joined
Edward Bentley Blackmon (Chief Executive Officer) appeared on Schedule A of Naviter Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Apr 23, 2021
Control person joined
William John Kornet (Chief Investment Officer) appeared on Schedule A of Naviter Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Apr 23, 2021
Control person joined
L. Jordan Bauer (Chief Operating Officer) appeared on Schedule A of Naviter Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Jan 15, 2021
Control person joined
Phillip Lyndell Worthen (President) appeared on Schedule A of Naviter Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Jan 15, 2021
Control person joined
Patton Daniel Russell (Chief Compliance Officer) appeared on Schedule A of Naviter Wealth, Llc
Form ADVobserved 5 days ago
Occurred
Dec 2, 2020
First Form ADV filing
Naviter Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d91bc8ad-9dd9-67f6-0f42-52bc81081baa
First observed: Dec 2, 2020
Last observed: Sep 4, 2026 16 days 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.

NAVITER WEALTH, LLC

CRD 311508

LITTLE ROCK, AR

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:d91bc8ad-9dd9-67f6-0f42-52bc81081baa

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYNDELL PHILLIP WORTHEN

n/a

LITTLE ROCK, AR

JOHN WILLIAM KORNET

Certified Financial Planner

LITTLE ROCK, AR

DANIEL PATTON RUSSELL

n/a

LITTLE ROCK, AR

BENTLEY EDWARD BLACKMON

Certified Financial Planner|Chartered Financial Analyst

LITTLE ROCK, AR

JACKSON PAUL RATCLIFF

n/a

LITTLE ROCK, AR

n/a

Caitlin Marie McDaniel

Certified Financial Planner

LITTLE ROCK, AR

n/a

Blake Abston

Certified Financial Planner

LITTLE ROCK, AR

JORDAN L. BAUER

Certified Financial Planner

LITTLE ROCK, AR

GRANT WILLIAM STEVENSON

n/a

LITTLE ROCK, AR

n/a

Trevor WILLIAM Booth

n/a

LITTLE ROCK, AR

n/a

ROBERT BLANE BROOKS

n/a

Laurel Hill, FL | LITTLE ROCK, AR

Carter Robinson

n/a

LITTLE ROCK, AR

n/a

MATTHEW KING ESTES

n/a

LITTLE ROCK, AR

Nicole Hobbs

n/a

LITTLE ROCK, AR

n/a

Larry Dean Rogers

Chartered Financial Analyst

CARLSBAD, CA | LITTLE ROCK, AR

Noah Adrian Smith

n/a

LITTLE ROCK, AR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAUER, JORDAN, L.

CHIEF OPERATING OFFICER

yes

01/2021

Sep 4, 2026

BLACKMON, BENTLEY, EDWARD

CHIEF EXECUTIVE OFFICER

yes

03/2021

Sep 4, 2026

KORNET, JOHN, WILLIAM

CHIEF INVESTMENT OFFICER

yes

01/2021

Sep 4, 2026

NAVITER HOLDINGS, LLC

MANAGING MEMBER

yes

11/2020

Sep 4, 2026

RUSSELL, DANIEL, PATTON

CHIEF COMPLIANCE OFFICER

yes

01/2021

Sep 4, 2026

WORTHEN, LYNDELL, PHILLIP

President

yes

01/2021

Sep 4, 2026

BEB LIMITED PARTNERSHIP, LLLP

Member

yes

11/2020

Sep 9, 2021

Oct 16, 2024

BENTLEY EDWARD BLACKMON LIVING REVOCABLE TRUST

GENERAL PARTNER

yes

10/2004

Sep 9, 2021

Oct 16, 2024

BLACKMON, BENTLEY, EDWARD

Trustee

yes

08/2004

Apr 23, 2021

Oct 16, 2024

CHAPTER TWO HOLDINGS, LLC

Member

yes

09/2021

Sep 9, 2021

Oct 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NAVITER INSURANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Rochester

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$1.6B

n/a

2024

Mar 25, 2025

$1.6B

n/a

2023

Mar 28, 2024

$1.3B

n/a

2022

Mar 30, 2023

$715M

n/a

2021

Mar 19, 2022

$558M

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

$1.9B

$1.6B

20.5%

$715M

37.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITING WEALTH PARTNERS

Jun 30, 2025

Jun 25, 2025

ROCHESTER, NY

Team lift out

RIA to RIA

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 26, 2023

Apr 14, 2023

ROCHESTER, NY

Team lift out

Ibd to RIA

0.1%

Stephens

Jan 29, 2021

Jan 23, 2024

LITTLE ROCK, AR

Team lift out

Ibd to new firm

2.1%