Naviter Wealth, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 308
- Avg AUM / client
- $5.2M
- Accounts
- 967
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $16.9M | 1.06% |
| High net worth individuals | 233 | $1.5B | 92.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $30.6M | 1.91% |
| Charitable organizations | Fewer than 5 clients | $35.1M | 2.19% |
| Corporations and other businesses | 5 | $33.4M | 2.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tidewater Pension Plan Tidewater Inc. | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bentley Edward Blackmon | Chief Executive Officer | CFP CFA | Aug 2004 (22y) | Less than 5% |
| Daniel Patton Russell | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| John William Kornet | Chief Investment Officer | CFP | Jan 2021 (6y) | Less than 5% |
| Jordan L. Bauer | Chief Operating Officer | CFP | Jan 2021 (6y) | Less than 5% |
| Lyndell Phillip Worthen | President | Jan 2021 (6y) | Less than 5% | |
| Jackson Paul Ratcliff | Registered representative | Apr 2023 (3y) | ||
| Caitlin Marie Mc Daniel | Registered representative | CFP | Oct 2023 (3y) | |
| Blake Abston | Registered representative | CFP | Dec 2023 (3y) | |
| Grant William Stevenson | Registered representative | Oct 2024 (2y) | ||
| Trevor William Booth | Registered representative | Nov 2024 (2y) | ||
| Robert Blane Brooks | Registered representative | Feb 2025 (1y) | ||
| Carter Robinson | Registered representative | Oct 2025 (1y) | ||
| Matthew King Estes | Registered representative | Nov 2025 (1y) | ||
| Nicole Hobbs | Registered representative | May 2026 (0y) | ||
| Larry Dean Rogers | Registered representative | CFA | May 2026 (0y) | |
| Noah Adrian Smith | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Naviter Holdings, Llc | Managing Member | Nov 2020 | A | 75% or more |
| Chapter Two Holdings, Llc | Member | Sep 2021 | B | ≈ 56.25% – 100% via Naviter Holdings, Llc |
| Beb Limited Partnership, Lllp | Member | Nov 2020 | B | ≈ 42.19% – 100% via Chapter Two Holdings, Llc |
| Bentley Edward Blackmon Living Revocable Trust | General Partner | Oct 2004 | B | ≈ 31.64% – 100% via Beb Limited Partnership, Lllp |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chapter Two Holdings, Llc: 75% – 100% of Naviter Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Beb Limited Partnership, Lllp: 75% – 100% of Chapter Two Holdings, Llc × 75% – 100% of Naviter Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Bentley Edward Blackmon Living Revocable Trust: 75% – 100% of Beb Limited Partnership, Lllp × 75% – 100% of Chapter Two Holdings, Llc × 75% – 100% of Naviter Holdings, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tidewater Pension Plan | Tidewater Inc. | 5 | $30.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (80% of AUM) May 2026
- Hancock Whitney Bank $56.8M (10% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗