Navy Federal Investment Services, LLC
Vienna, VA·SEC-registered · CRD #138459
Navy Federal Investment Services, LLC is an SEC-registered investment advisory firm in Vienna, VA managing $2.1B across 18k client accounts, with 147 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
18k
Advisory staff
147
Fee model
Fee-only
How Navy Federal Investment Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Navy Federal Investment Services, LLC
How much does Navy Federal Investment Services, LLC manage?
Per its most recent SEC Form ADV filing (05/19/2026), Navy Federal Investment Services, LLC reports $2.1B in regulatory assets under management across roughly 18k client accounts.
How does Navy Federal Investment Services, LLC charge?
Navy Federal Investment Services, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Navy Federal Investment Services, LLC a fiduciary?
Yes. Navy Federal Investment Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #138459), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Navy Federal Investment Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Navy Federal Investment Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Navy Federal Investment Services, LLC's public SEC Form ADV filing (CRD #138459, filed 05/19/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Navy Federal Investment Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Navy Federal Investment Services, LLC? Claim this profile.