The High Net Worth Advisory Group, LLC
● SEC registered since 2020CRD 309997SEC# 801-119234Naples, FL
Reg. AUM
$861.7M
Employees
9
Accounts
1,119
Location
Naples, FL
The High Net Worth Advisory Group, LLC assets under management
The High Net Worth Advisory Group, LLC is an investment advisory firm registered with the SEC based in Naples, FL. The firm has been registered since 2020. It reports $861.7 million in regulatory assets under management and employs 9 people.
The High Net Worth Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Taylor Morgan Control | Managing Member/Cco | 50-75% | 2019 |
| Howard Joseph Jordan Control | Managing Member | 50-75% | 2019 |
Frequently asked questions
How much does The High Net Worth Advisory Group, LLC manage?
The High Net Worth Advisory Group, LLC reports $861.7 million in regulatory assets under management on its Form ADV.
How many employees does The High Net Worth Advisory Group, LLC have?
The High Net Worth Advisory Group, LLC reports 9 employees.
Where is The High Net Worth Advisory Group, LLC located?
The High Net Worth Advisory Group, LLC is based in Naples, FL and has been SEC-registered since 2020.
Does The High Net Worth Advisory Group, LLC disclose fund performance?
The High Net Worth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8880 Tamiami Trail North, Naples, FL 34108 |
| Phone | 1-866-906-2325 |
| Fax | (239) 631-6107 |
| Office hours | 8:30 a.m. To 5:00 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$861.7M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$861.7Mregulatory AUM
Discretionary $821.6MNon-discretionary $40.1M