Navy Capital is a private advisory practice for individuals and families who value discretion, judgment, and the long view. We manage complexity so your wealth can serve its true purpose.
Arrange a Consultation Explore Our ServicesSince 1998, Navy Capital has served a deliberately small clientele. We are not a bank, and we are not a brokerage. We are an independent advisory practice — accountable to no product, no commission, and no interest but yours.
Every relationship is led by a principal of the firm. We limit the number of families we serve so that each receives the depth of attention their affairs deserve.
Wholly principal-owned. No parent company, no sales targets, no house products.
A single transparent advisory fee. We prosper only when you do.
Multi-generational planning, with successor advisers introduced early and deliberately.
An integrated practice, delivered with the attention of a single trusted adviser.
Bespoke portfolios built around your mandate — disciplined, diversified, and managed for the decades ahead.
A considered strategy spanning retirement, liquidity events, and the milestones that matter most to you.
Thoughtful, year-round tax efficiency woven into every investment and planning decision.
Trusts, gifting, and succession arranged with care, so your intentions endure across generations.
Structured giving and foundations that translate your values into lasting, measurable impact.
Concierge oversight of the details of a complex financial life, consolidated into one calm view.
New relationships begin slowly, and by design. Understanding precedes advice; advice precedes investment.
A confidential, no-obligation conversation about your circumstances, ambitions, and concerns.
Week OneA full review of your balance sheet, structures, tax posture, and existing commitments.
Weeks Two – FourA written investment and planning mandate — your objectives, constraints, and our accountability, in plain language.
Weeks Five – SixCareful implementation, then a standing rhythm of reviews, reporting, and counsel — for as long as you'll have us.
OngoingAs a fee-only fiduciary, we accept no commissions and sell no products. Our counsel is bound by one obligation alone — your enduring interest.
A single, clear advisory fee. No commissions, no hidden costs, ever.
Legally and ethically obligated to place your interests first.
One principal who knows your family, your goals, and your history.
Your affairs are handled with the confidentiality they deserve.
Illustrative only. Does not represent any specific client account or a guarantee of performance.
Our research desk publishes the analysis behind our own portfolios — market outlooks, asset-allocation views, and single-theme deep dives.
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For families under advisory mandate.
Preservation first. Growth follows discipline. Trust is earned in decades, not quarters.The Navy Capital Principle
They brought order to a complicated estate and made every decision feel considered. Twelve years on, I wouldn't trust anyone else.
When I sold my company, Navy Capital structured the proceeds with extraordinary care. Discreet, precise, and genuinely on my side.
What I value most is the calm. In turbulent markets they call before I do — steady counsel, never a sales pitch.
We accept a limited number of new relationships each year. Begin with a confidential, no-obligation discussion of your circumstances.
Request an IntroductionShare a little about your situation and a principal will respond personally within one business day.