← Directory
NAPLES GLOBAL ADVISORS
Legal name: NAPLES GLOBAL ADVISORS LLC
CRD 158544File 801-72600
APPROVED
Retail clients
Custody
Filing as of May 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.00B
Top 25% of cohort (national)
Discretionary AUM
$1.95B
Non-discretionary $44.2M
Clients
306
1,791 accounts
Employees
20
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 4, 2011
- Principal office
- 856 3RD AVENUE SOUTH, STE. 200, NAPLES, FL, 34102
- Phone
- 239-776-7900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.00B
- Discretionary AUM
- $1.95B
- Non-discretionary AUM
- $44.2M
- Discretionary accounts
- 1,548
- Non-discretionary accounts
- 243
- Total accounts
- 1,791
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $20.2M |
| Charitable organizations | 13 | $31.8M |
| High net worth individuals | 252 | $1.92B |
| Pension and profit sharing plans | Fewer than 5 | $5.5M |
| Individuals (other than high net worth individuals) | 34 | $18.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.