NAMCOA

NAPLES ASSET MANAGEMENT CO., LLC

CRD 133978 · SEC 801-66945

107 KILSON DRIVE, SUITE 206, MOORESVILLE, NC, 28117, United States

Phone

(239) 593-5525

Fax

(239) 593-9731

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$404.3M

Discretionary AUM

$386.3M

Team

11 total employees; 8 advisory reps; 8 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; CONSULTING SERVICES

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsCONSULTATION SERVICES

Type	Clients	AUM
Individuals	488	$105.1M
High net worth individuals	51	$24.3M
Pension/profit sharing plans	44	$236.1M
Charitable organizations	1	$38.8M

AZ, CA, CO, GA, IL, IN, IA, LA, MA, MI, MS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, VA, WV, MO, WA, TX, FL

Official SEC filing: View on IAPD