NAVIGATE 401K, LLC
CRD #309466 SEC #801-119101 BIRMINGHAM, AL 205-224-9502
SEC Registered
Total AUM
$258.9M
Discretionary
$258.9M
Employees
3
Clients
--
Accounts
73
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | D | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | D | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | D | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | D | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | D | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | D | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | D | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | D | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | D | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | D | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | D | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | D | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | C | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | C | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | C | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | C | Control |
| HOPKINS, CALEB, RYAN | I | MANAGING MEMBER / CCO | C | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | C | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | C | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | C | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | C | Control |
| HUSSAR, CHRISTOPHER, NAGEL | I | MANAGING MEMBER | C | Control |
| LADDEN, JUSTIN, ROSS | I | MANAGING MEMBER | C | Control |
| LADDEN, JUSTIN, ROSS | I | MANAGING MEMBER | C | Control |
| LADDEN, JUSTIN, ROSS | I | MANAGING MEMBER | C | Control |
| LADDEN, JUSTIN, ROSS | I | MANAGING MEMBER | C | Control |
| LADDEN, JUSTIN, ROSS | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (2)
AL TX
Address
ONE INDEPENDENCE PLAZASUITE 816
BIRMINGHAM, AL 35209
United States
Phone: 205-224-9502