Braden Vincent Beals

Employer firm

Navian Asset Management, LLC CRD 338787

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Navian Capital Securities, Llc
  Cincinnati, OH
• 02/2019 → Present
  Luma Financial Technologies, Llc
  Cincinnati, OH
• 04/2021 → Present
  Lft Securities, Llc
  Cincinnati, OH
• 07/2025 → Present
  Navian Asset Management, Llc
  Naples, FL

Other Businesses

1) NAVIAN CAPITAL SECURITIES, LLC, Inc, Investment-related, Cincinnati, OH, Broker dealer, Product Specialist Manager, Start: 03/2014, Approx. 5 hrs/month . 2) LFT Securities, LLC, Investment- related, Cincinnati, OH, Broker dealer, Registered Representative, Holding License only, Start: 04/2021, 0 hrs/month. 3) Luma Financial Technologies, LLC, Non Investment-related, Cincinnati, OH, Financial technology platform for advisors, Director, Sales & Product Origination, Start 02/2019, 120 hrs/month

Exams

• S66 Uniform Combined State Law Examination
  2014-06-28

Designations

• Chartered Financial Analyst

Other Names

• Brady Vincent Beals