Naples Global Advisors Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 306
- Avg AUM / client
- $6.5M
- Accounts
- 1,791
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Investments (13F portfolio — 441 positions, $1,370,503,549)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $46,627,202 | 183,724 | 3.4% | 2.34% |
| 2 | Broadcom Inc | COM | $34,759,442 | 112,305 | 2.54% | 1.74% |
| 3 | Taiwan Semiconductor Manufac | SPONSORED ADS | $32,681,602 | 96,451 | 2.38% | 1.64% |
| 4 | Ishares Tr | CORE S&P500 ETF | $28,144,047 | 43,086 | 2.05% | 1.41% |
| 5 | Microsoft Corp | COM | $28,064,259 | 75,815 | 2.05% | 1.41% |
| 6 | Corning Inc | COM | $28,014,309 | 206,033 | 2.04% | 1.4% |
| 7 | Schwab Strategic Tr | INTL EQTY ETF | $26,970,609 | 1,089,722 | 1.97% | 1.35% |
| 8 | Vanguard Index Fds | S&P 500 ETF SHS | $24,185,028 | 40,474 | 1.76% | 1.21% |
| 9 | Vanguard Index Fds | LARGE CAP ETF | $17,908,886 | 59,926 | 1.31% | 0.9% |
| 10 | Exxon Mobil Corp | COM | $17,687,250 | 104,251 | 1.29% | 0.89% |
| 11 | Schwab Strategic Tr | EMRG MKTEQ ETF | $15,991,205 | 485,317 | 1.17% | 0.8% |
| 12 | Lam Research Corp | COM NEW | $15,303,886 | 71,545 | 1.12% | 0.77% |
| 13 | Jpmorgan Chase & Co | COM | $14,260,052 | 48,477 | 1.04% | 0.71% |
| 14 | Alphabet Inc | CAP STK CL A | $14,091,608 | 49,004 | 1.03% | 0.71% |
| 15 | Nvidia Corporation | COM | $13,462,545 | 77,189 | 0.98% | 0.67% |
| 16 | Merck & Co Inc | COM | $12,935,503 | 106,821 | 0.94% | 0.65% |
| 17 | Johnson & Johnson | COM | $12,684,706 | 51,893 | 0.93% | 0.64% |
| 18 | Analog Devices Inc | COM | $12,618,985 | 39,665 | 0.92% | 0.63% |
| 19 | Ishares Tr | GLB INFRASTR ETF | $12,613,775 | 188,265 | 0.92% | 0.63% |
| 20 | Ishares Tr | CORE S&P MCP ETF | $12,360,760 | 183,041 | 0.9% | 0.62% |
| 21 | Amgen Inc | COM | $12,360,392 | 35,130 | 0.9% | 0.62% |
| 22 | Ishares Tr | RUS 1000 VAL ETF | $12,252,177 | 57,342 | 0.89% | 0.61% |
| 23 | Pimco Etf Tr | ENHAN SHRT MA AC | $12,087,207 | 120,187 | 0.88% | 0.61% |
| 24 | Applied Matls Inc | COM | $12,073,120 | 35,323 | 0.88% | 0.6% |
| 25 | Home Depot Inc | COM | $11,653,651 | 35,433 | 0.85% | 0.58% |
Top 25 of 441 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 34 | $18.7M | 0.94% |
| High net worth individuals | 252 | $1.9B | 96.2% |
| Pension and profit sharing plans | 0 | $5.5M | 0.27% |
| Charitable organizations | 13 | $31.8M | 1.59% |
| Corporations and other businesses | 7 | $20.2M | 1.01% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Mixon Suddeth | Chief Investment Officer, Managing Member | CFA | Jun 2011 (15y) | 25% – 50% |
| Michael H. Morris | Ceo/Managing Member | Jun 2011 (15y) | 25% – 50% | |
| Kerry Mcguire Geroy | Chief Compliance Officer, Firm Principal | Dec 2011 (15y) | 10% – 25% | |
| Grzegorz Stefan Debski | Firm Principal | CFA | Jan 2015 (12y) | 10% – 25% |
| Isaac Earl William Codrey | Firm Principal | CFA | Feb 2017 (10y) | 10% – 25% |
| Andrew Boyd Hartline | Registered representative | CFA | Jul 2017 (9y) | |
| David Ward Griffis | Registered representative | CFA | Aug 2017 (9y) | |
| Sara Brittney Perkins | Registered representative | Jun 2018 (8y) | ||
| Kelly Kramer Walker | Registered representative | CFP | Mar 2020 (6y) | |
| John Kent Cheesborough | Registered representative | Apr 2021 (5y) | ||
| Austin Kimball Herzer | Registered representative | Nov 2022 (4y) | ||
| James Christopher Davis | Registered representative | CFP | May 2023 (3y) | |
| Thomas Wyatt Russo | Registered representative | CFA | Jun 2023 (3y) | |
| Juan Jose Botero | Registered representative | May 2025 (1y) | ||
| Henry Joseph Venker | Registered representative | Jul 2025 (1y) | ||
| Matthew Oleksak | Registered representative | CFP | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Liberty Trust | Passive Owner | Apr 2017 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (79% of AUM) May 2026
- National Financial Services (Fidelity) $423M (21% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗