Naviter Wealth, LLC

Naviter Wealth, LLC is a registered investment advisor established in November 2020, located in Little Rock, AR. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, broker/dealers, and retirement plans. Naviter acts as a fiduciary, providing wealth management services, financial planning, and investment management. The firm primarily utilizes fundamental and technical analysis in developing investment strategies, focusing on long-term goals and objectives. Clients are not obligated to implement recommendations made by the advisor or maintain an ongoing relationship. Naviter's fee structure for wealth management services is based on a tiered schedule, with fees paid quarterly in advance. The firm manages $1,554,049,000 in client assets as of March 4, 2025, all on a discretionary basis. Naviter does not engage in wrap fee programs and does not receive compensation for securities transactions. The firm's Chief Executive Officer is Bentley E. Blackmon, and the team includes experienced professionals in various roles. Clients have the option to place reasonable restrictions on their investments, subject to acceptance by the advisor. Naviter does not have custody of client accounts, except for specific circumstances related to fee deductions and money movement authorization. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information, with measures in place to safeguard data. Naviter does not sell personal information and limits sharing to necessary business purposes. Clients have the right to limit some information sharing.