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| Naples Global Advisors LLC
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|---|---|
| CRD # | 158544 |
| SEC # | 801-72600 |
| CIK # | 0001582151 |
| AUM | 1,996.8 M (2026-05-18) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 239-776-7900 |
| Address | 856 3rd Avenue South Naples, FL 34102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 46.6 | ||
| Broadcom Inc | 34.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 32.7 | ||
| Microsoft Corp | 28.1 | ||
| Corning Inc /NY | 28.0 | ||
| Lam Research Corp | 15.3 | ||
| J P Morgan Chase & Co | 14.3 | ||
| Alphabet Inc | 14.1 | ||
| Nvidia Corp | 13.5 | ||
| Merck & Co Inc | 12.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 18.7 |
| (b) Individuals (high net worth individuals) | 252 | 1,920.6 |
| (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 | 0 | 5.5 |
| (h) Charitable organizations | 13 | 31.8 |
| (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 | 7 | 20.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,791 | 1,996.8 |
| By Discretionary | ||
| Discretionary | 1,548 | 1,952.6 |
| Non-Discretionary | 243 | 44.2 |
| Total | 1,791 | 1,996.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.7 | |
| United States Persons | 1,962.2 | |
| Total | 1,791 | 1,996.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001582151] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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