Data / Investment advisers / Virginia / Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLC, Vienna, VA: $2.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Navy Federal Investment Services, LLC is an SEC registered investment adviser with its main office in Vienna, Virginia and reports $2.1 billion in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Navy Federal Investment Services, LLC (CRD number 138459): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 138459
- SEC file number
- 801-68067
- SEC status
- Approved, effective June 21, 2007
- Main office
- 1007 Electric Ave, Vienna, VA 22180
- Phone
- (703) 206-1517
- Website
- navyfederal.org
- Regulatory AUM
- $2,100,125,394 in the Form ADV filed September 30, 2026
- Non discretionary AUM
- $2,100,125,394
- Accounts
- 8,783
- Employees
- 206, of which 147 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 78
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 7,093 | $1.68 billion |
| High net worth individuals | 331 | $422.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.10 billion | March 30, 2026 |
| December 1, 2025 | $1.71 billion | March 28, 2025 |
Other advisers in Vienna
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rembert Pendleton Jackson | Vienna | $2.73 billion | Not listed | adviserinfo.sec.gov |
| Glassman Wealth Services, LLC | Vienna | $2.56 billion | Not listed | adviserinfo.sec.gov |
| D'Orazio Wealth Advisors | Vienna | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Yeske Buie Inc. | Vienna | $1.07 billion | Not listed | adviserinfo.sec.gov |
| Allegiance Financial Group | Vienna | $675 million | Not listed | adviserinfo.sec.gov |
| Capitol Private Wealth Group LLC | Vienna | $562.1 million | Not listed | adviserinfo.sec.gov |
| Reframe Wealth, LLC | Vienna | $394.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vienna, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Navy Federal Investment Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.