Naples Global Advisors LLC
● SEC registered since 2011CRD 158544SEC# 801-72600Naples, FL
Reg. AUM
$2B
Employees
20
Accounts
1,791
Location
Naples, FL
About Naples Global Advisors
Naples Global Advisors is associated with Vero Beach Global Advisors, an employee-owned, fee-only wealth management firm providing globally managed portfolios and coordinated wealth planning. It offers in-house value-oriented portfolio management and estate, tax, and cash flow planning for select high-net-worth families and institutions.
Summary based on the firm’s website.
Naples Global Advisors LLC assets under management
Naples Global Advisors LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2011. It reports $2 billion in regulatory assets under management and employs 20 people.
Naples Global Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grzegorz Stefan Debski Control | Firm Principal | 10-25% | 2020 |
| Isaac Earl William Codrey | Firm Principal | 10-25% | 2020 |
| Joel Francis Martineau | Trustee, Liberty Trust | 5-10% | 2017 |
| John Mixon Suddeth Control | Chief Investment Officer, Managing Member | 10-25% | 2011 |
| Kelly Kramer Walker Control | Chief Compliance Officer, Firm Principal | 5-10% | 2025 |
| Kerry McGuire Geroy | Firm Principal | 5-10% | 2011 |
| Liberty Trust | Passive Owner | 5-10% | 2017 |
| Michael H. Morris Control | Chief Executive Officer, Managing Member | 10-25% | 2011 |
| Thomas Wyatt Russo | Firm Principal | 10-25% | 2025 |
Frequently asked questions
How much does Naples Global Advisors LLC manage?
Naples Global Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Naples Global Advisors LLC have?
Naples Global Advisors LLC reports 20 employees.
Where is Naples Global Advisors LLC located?
Naples Global Advisors LLC is based in Naples, FL and has been SEC-registered since 2011.
Does Naples Global Advisors LLC disclose fund performance?
Naples Global Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 856 3rd Avenue South, Ste. 200, Naples, FL 34102 |
| Phone | 239-776-7900 |
| Fax | 239-776-7909 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1582151 |
| Discloses disciplinary history | No |
Regulatory AUM
$2B▲ 36%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,369 advisers
EmployeesTop 24%
More than 76% of 16,804 advisers
Assets under management
$2Bregulatory AUM
Discretionary $1.95BNon-discretionary $44.2M