Caitlin M. Mcdaniel

NAVITER WEALTH

LITTLE ROCK, AR 72202

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CRD#: 7815022

Professional summary

Caitlin Marie Mcdaniel, who also goes by Caitlin Marie Miskin, is a registered financial advisor currently at NAVITER WEALTH, LLC located in Little Rock, Arkansas.

Caitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Caitlin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Caitlin Marie Miskin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caitlin Marie Mcdaniel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2023 - Present

NAVITER WEALTH, LLC

Office #1: 1 Information Way Suite 400, Little Rock, AR 72202

RIA

CRD#: 311508

LITTLE ROCK, AR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(10/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NAVITER WEALTH, LLC

NAVITER TRUST | NAVITER WEALTH, LLC | NAVITER WEALTH LLC

CRD#: 311508 / SEC#: 801-120077

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

1 Information Way Suite 400, Little Rock, AR 72202

Mailing Address

Phone number

(501) 333-9800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVITER WEALTH LLC FORM ADV2A ("DISCLOSURE BROCHURE") (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,022
AUM (Assets Under Management)	$ 1,454,171,895

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Caitlin M. Mcdaniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caitlin Marie Mcdaniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAVITER WEALTH, LLC

Primary Firm SEC Registration

NAVITER WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

NAVITER WEALTH, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVITER WEALTH, LLC

TRUST BUT VERIFY

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