NAYLOR & COMPANY INVESTMENTS, LLC

NAYLOR & COMPANY INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 124924). Regulatory assets under management: $103.4M.

Registration

• CRD: 124924
• SEC file number: 801-136313
• Type: Registered investment adviser
• Phone: 415-741-7280
• Latest filing: 2026-07-22
• Regulatory AUM: $103.4M
• Discretionary AUM: $102.3M
• Non-discretionary AUM: $1.1M
• Clients: 5
• Accounts: 240

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search