|
⚲
|
| Keyboard |
| Naples Money Management LLC
✚
|
|
|---|---|
| CRD # | 153499 |
| SEC # | 801-71295 |
| CIK # | 0002008660 |
| AUM | 164.4 M (2026-04-06) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 239-261-4800 |
| Address | 10001 Tamiami Trail North Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002008660 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 11.4 | ||
| Netflix Inc | 6.5 | ||
| Microsoft Corp | 5.7 | ||
| Teradyne Inc | 4.7 | ||
| Carpenter Technology Corp | 4.1 | ||
| Facebook Inc | 4.0 | ||
| Capital One Financial Corp | 3.5 | ||
| Harris Corp /DE/ | 3.1 | ||
| Wal Mart Stores Inc | 3.0 | ||
| Ace Ltd | 2.8 | ||
| M&T Bank Corp | 2.8 | ||
| FPL Group Inc | 2.6 | ||
| Royal Caribbean Cruises Ltd | 2.6 | ||
| Quest Diagnostics Inc | 2.6 | ||
| Nike Inc | 2.5 | ||
| PulteGroup Inc/MI/ | 2.5 | ||
| Marathon Petroleum Corp | 2.3 | ||
| Generac Holdings Inc | 2.3 | ||
| Lennox International Inc | 2.1 | ||
| Sysco Corp | 2.1 | ||
| Apple Inc | 1.9 | ||
| Cisco Systems Inc | 1.6 | ||
| Gardner Denver Holdings Inc | 1.5 | ||
| Alphabet Inc | 1.0 | ||
| Advanced Micro Devices Inc | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 64.0 |
| (b) Individuals (high net worth individuals) | 62 | 98.7 |
| (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 | 1 | 0.4 |
| (h) Charitable organizations | 5 | 1.2 |
| (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 | 484 | 164.4 |
| By Discretionary | ||
| Discretionary | 478 | 163.9 |
| Non-Discretionary | 6 | 0.5 |
| Total | 484 | 164.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 164.4 | |
| United States Persons | 0.0 | |
| Total | 484 | 164.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002008660] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Specialized Retirement Consultants LLC
✚
|
166.6 M | |
|
Retirement Resources LLC
✚
|
MI | 166.1 M |
|
Effective Assets Inc
✚
|
165.1 M | |
|
Breachway Investments LLC
✚
|
RI | 164.9 M |
|
Bridgeway Wealth Management LLC
✚
|
IA | 164.6 M |
|
Black Barn Financial LLC
✚
|
TX | 164.6 M |
|
Curtis Financial Planning LLC
✚
|
163.5 M | |
|
Bell City Wealth Inc
✚
|
OH | 163.3 M |
|
Collie Financial Planning Inc
✚
|
NC | 162.9 M |
|
Ballast Point Financial Planning LLC
✚
|
CA | 162.4 M |