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| Happy Holidays!! thanks for using AUM13F!! |
| Naples Asset Management Co LLC
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| CRD # | 133978 |
| SEC # | 801-66945 |
| CIK # | |
| AUM | $312.3 M (2025-07-31) |
| Employees | 16 (100% Investors, 12% Brokers) |
| Phone | 239-593-5525 |
| Address | 107 Kilson Drive Mooresville, NC 28117 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 31.6 |
| (b) Individuals (high net worth individuals) | 23 | 25.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 186.2 |
| (h) Charitable organizations | 3 | 68.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 462 | 312.3 |
| By Discretionary | ||
| Discretionary | 394 | 299.3 |
| Non-Discretionary | 68 | 13.0 |
| Total | 462 | 312.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.3 | |
| Total | 462 | 312.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boyum Wealth Architects LLC
✚
|
MN | 0.3 |
|
Vigilare Wealth Management LLC
✚
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AZ | 0.3 |
|
Abbey Street LLC
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MN | 0.3 |
|
HFP Wealth Management LLC
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TX | 0.3 |
|
Rebel Financial LLC
✚
|
OH | 0.3 |
|
Cayside Partners LLC
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|
FL | 0.3 |
|
MFP Financial Services LLC
✚
|
FL | 0.3 |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 0.3 |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 0.3 |
|
Archer Investment Management LLC
✚
|
0.3 |