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Chad Douglas Naylor

Investment adviser representative at Naylor & Company
23 yearsExperience
4 statesRegistered in
$103.4MFirm assets
Under 1 yearFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

23 years in the industry.

  1. Naylor & CompanyJan 2003 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 4 states (AZ, CA, NY, TX).

Naylor & Company

Legal name: Naylor & Company Investments, LLC

$103.4MAssets managed
105Clients
4Advisers
Under 1 yearIn 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
4625661
Firm CRD
124924
Advisor's SEC record (opens in a new tab)
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