David Robert Naylor
Investment adviser representative at Soundhaven Capital Management
12 yearsExperience
1 stateRegistered in
$202.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Soundhaven Capital ManagementApr 2014 to now
- Naylor Capital LLCApr 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Soundhaven Capital Management
Legal name: Naylor Capital LLC
$202.1MAssets managed
170Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1979541
- Firm CRD
- 170821