SEC Form ADV

NAVY FEDERAL INVESTMENT SERVICES, LLC

Firm profile: Navy Federal Investment Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA

$2.1B

Assets Under Management

8,783

Total Clients

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Registration Details

Accession: CRD-138459
Location: VIENNA, VA
Filing Date: May 19, 2026
AUM: $2.1B
Total Clients: 8,783
Amendment: No
SEC EDGAR: View original filing →

Client Types

$1 billion - $10 billion

About this Adviser

NAVY FEDERAL INVESTMENT SERVICES, LLC is a registered investment adviser headquartered in VIENNA, VA, managing approximately $2.1B in assets across 8,783 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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