Naples Asset Management Co., LLC
● SEC registered since 2006CRD 133978SEC# 801-66945Mooresville, NC
Reg. AUM
$404.3M
Employees
11
Accounts
584
Location
Mooresville, NC
About Naples Asset Management Co.
Naples Asset Management is associated with Infinite Wealth Advisors, which delivers comprehensive financial and retirement planning across life stages. It offers growth and protection strategies, retirement income distribution, legacy and estate planning, and education resources oriented to individuals, families, and small business owners.
Summary based on the firm’s website.
Naples Asset Management Co., LLC assets under management
Naples Asset Management Co., LLC operates as an SEC-registered investment adviser based in Mooresville, NC. The firm has been registered since 2006. It reports $404.3 million in regulatory assets under management and employs 11 people.
Naples Asset Management Co., LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Evan Smith | President | Under 5% | 2020 |
| Ernest John C'Debaca | Cco | Under 5% | 2026 |
| Paul Joseph McIntyre Control | Member | 25-50% | 2004 |
| Susan Robin Riser Whitlock Control | Member & Chairperson | 50-75% | 2024 |
Frequently asked questions
How much does Naples Asset Management Co., LLC manage?
Naples Asset Management Co., LLC reports $404.3 million in regulatory assets under management on its Form ADV.
How many employees does Naples Asset Management Co., LLC have?
Naples Asset Management Co., LLC reports 11 employees.
Where is Naples Asset Management Co., LLC located?
Naples Asset Management Co., LLC is based in Mooresville, NC and has been SEC-registered since 2006.
Does Naples Asset Management Co., LLC disclose fund performance?
Naples Asset Management Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 107 Kilson Drive, Suite 206, Mooresville, NC 28117 |
| Phone | (239) 593-5525 |
| Fax | (239) 593-9731 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$404.3M▲ 29%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,369 advisers
EmployeesTop 38%
More than 62% of 16,804 advisers
Assets under management
$404.3Mregulatory AUM
Discretionary $386.3MNon-discretionary $18M