# NAVIGATION GROUP LLC

NAVIGATION GROUP LLC of REDWOOD SHORES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130982
- Type: SEC-registered investment adviser
- SEC file number: 801-110408
- Location: 3 LAGOON DRIVE, SUITE 110, REDWOOD SHORES, CA, 94065
- Phone: 650-595-1700
- Latest filing: 2026-03-26
- Regulatory AUM: $1.0B
- Discretionary AUM: $985.8M
- Non-discretionary AUM: $26.3M
- Clients: 6
- Accounts: 1,394

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Erik Shannon Davis | MANAGING MEMBER | — |
| Carlo Anthony Panaccione | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Karen Keller Franco | CHIEF COMPLIANCE OFFICER | — |
| WALL ROBERT J | CHIEF COMPLIANCE OFFICER | — |
| DAVIS ERIK SHANNON | CO-FOUNDER; MANAGING MEMBER | — |
| PANACCIONE CARLO ANTHONY | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CO-FOUNDER; MANAGING MEMBER | — |
| RAMOS ANITA MARIE | CHIEF COMPLIANCE OFFICER | — |
| FRANCO KAREN KELLER | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130982/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130982/similar
- Related entities: https://search.stillhousedata.com/firm/130982/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130982

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.