Investment adviser · CRD 158544
NAPLES GLOBAL ADVISORS
Investment adviser filing (IA)
NAPLES GLOBAL ADVISORS LLC
NAPLES, FL, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $2B Form ADV · Item 5.F
- Client accounts
- 1,791 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 252 | $1,920,629,720 | 96.2% |
| Charities | 13 | $31,801,738 | 1.6% |
| Corporations & businesses | 7 | $20,223,234 | 1.0% |
| Individuals | 34 | $18,704,544 | 0.9% |
| Retirement plans | Fewer than 5 | $5,470,341 | 0.3% |
Filing source
Form ADV 2105425 · May 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 18, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
856 3RD AVENUE SOUTH, STE. 200NAPLES, FL, 34102, United States
CRD 158544
Filing source
Form ADV 2105425 · May 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.