# NAVION WEALTH ADVISORS

NAVION WEALTH ADVISORS is a RIA based in Abingdon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Abingdon, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** navionwa.com

## Regulatory record

- **CRD number:** 330645
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330645

## About

Navion Wealth is a boutique professional firm providing customised research and services for mutual funds and other financial products. It is a specialised mutual funds and investment firm with a core team of finance professionals. Established in 2005, the firm has grown organically through client referrals and maintains a limited clientele for personalized attention.

## Sectors

- Enterprise Software
- AI/ML
- Healthcare Services
- Real Estate
- Private Credit

## People

- Jake Nix — Founder & Managing Principal
- Scott Nix — Principal

## Questions

### Who runs investment decisions at Navion Wealth Advisors?

Jake Nix serves as Founder and Managing Principal, directing all investment decisions. His brother Scott Nix holds the role of Principal. The office operates without an external investment committee, with the Nix family maintaining full discretion over capital allocation and portfolio construction.

### Does Navion participate in fund commitments or only direct deals?

Navion primarily executes direct investments in operating companies, favoring control or significant minority positions that allow board-level involvement. The office rarely participates in blind-pool fund commitments, preferring to apply Jake Nix's operational expertise directly to portfolio companies.

### What is Navion's known posture on co-investments alongside external GPs?

Navion will opportunistically co-invest alongside private equity and venture partners on a deal-by-deal basis, particularly when the firm can contribute sector expertise. However, the office does not maintain formal co-investment programs or club arrangements with external managers, keeping its primary posture as a direct investor.

## Related profiles

- [NAVIDAR](https://altss.com/profile/navidar-llc)
- [NAVY CAPITAL GREEN MANAGEMENT](https://altss.com/profile/navy-capital-green-management-llc)

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Last updated: 2026-08-11T15:07:34.613Z

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