Fifth Avenue Family Office, LLC (SEC-registered fiduciary Investment Adviser, CRD #122448, SEC File #801-61413) is a dedicated multi-family office and fiduciary wealth management firm located on Tamiami Trail North in the Moorings corridor of Naples, Florida. Led by Managing Partners Gary B. Price (CRD #4698358) and Timothy J. Cartwright (CRD #4796673) alongside Chief Compliance Officer and Portfolio Manager Kyle J. Shoemaker (CRD #5983281), the practice provides high-net-worth Naples retirees and multi-generational families with bespoke portfolio management, Florida residency and Homestead tax coordination, private foundation governance, and comprehensive estate and trust stewardship.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Fifth Avenue Family Office, LLC); SEC IAPD Individual Profile (Gary B. Price); Fifth Avenue Family Office Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-61413; independent fiduciary multi-family office Registered Investment Adviser located at 3003 Tamiami Trail North, Suite 410, Naples, FL 34103.
Issuer: Securities and Exchange Commission (SEC)
Notes: Led by Managing Partners Gary B. Price (CRD #4698358) and Timothy J. Cartwright (CRD #4796673), and CCO & Portfolio Manager Kyle J. Shoemaker (CRD #5983281).
Factual details and direct answers about Fifth Avenue Family Office, LLC's services, licensing, and credentials.
What is the SEC registration of Fifth Avenue Family Office in Naples?
Fifth Avenue Family Office, LLC is an active SEC-registered Investment Adviser operating under CRD #122448 and SEC File #801-61413 in Naples, Florida.
What services does Fifth Avenue Family Office provide to Collier County retirees?
Led by Managing Partners Gary Price (CRD #4698358) and Timothy Cartwright (CRD #4796673) alongside Portfolio Manager Kyle Shoemaker (CRD #5983281), the firm provides fiduciary investment management, Florida residency tax transition support, trust and estate coordination, and concierge family office administration.
Where is Fifth Avenue Family Office located in Naples?
The firm is located in the Moorings professional corridor just north of Golden Gate Parkway at 3003 Tamiami Trail North, Suite 410, Naples, Florida 34103.
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