Naples Global Advisors, LLC (SEC-registered fiduciary Investment Adviser, CRD #158544, SEC File #801-72600) is an independent, fee-only wealth management and global investment counsel firm located in the historic Old Naples district near Fifth Avenue South in Naples, Florida. Led by Founding Principal and Chief Investment Officer John M. Suddeth Jr., CFA® (CRD #1653540), Founding Principal and CEO Michael H. Morris (CRD #7750065), and Principal and Chief Compliance Officer Kelly K. Walker, CFP® (CRD #7229361), the firm provides conflict-free discretionary portfolio management, tax-optimized retirement distribution planning, and trust and charitable foundation administration for Old Naples, Aqualane Shores, Port Royal, and Marco Island retirees.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Naples Global Advisors, LLC); SEC IAPD Individual Profile (John M. Suddeth Jr., CFA®); Naples Global Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-72600; independent fee-only fiduciary Registered Investment Adviser headquartered at 856 3rd Avenue South, Suite 200, Naples, FL 34102.
Issuer: CFA Institute / CFP Board / SEC
Notes: Led by Founding Principal & CIO John Mixon Suddeth Jr., CFA® (CRD #1653540), Principal & CCO Kelly Kramer Walker, CFP® (CRD #7229361), and Founding Principal & CEO Michael H. Morris (CRD #7750065).
Factual details and direct answers about Naples Global Advisors, LLC's services, licensing, and credentials.
What is the fee structure and SEC registration of Naples Global Advisors?
Naples Global Advisors, LLC is an independent, 100% fee-only SEC-registered fiduciary Investment Adviser (CRD #158544, SEC File #801-72600). The firm receives no commissions or third-party product referral fees.
What professional designations do the principals at Naples Global Advisors hold?
The firm's principals and advisors hold Chartered Financial Analyst (CFA®), Certified Financial Planner™ (CFP®), and Certified Trust and Fiduciary Advisor (CTFA) credentials, led by CIO John Suddeth Jr., CFA® (CRD #1653540) and Principal Kelly Walker, CFP® (CRD #7229361).
Where is Naples Global Advisors located in Downtown Naples?
The firm's office is located in Old Naples two blocks north of Fifth Avenue South at 856 3rd Avenue South, Suite 200, Naples, Florida 34102.
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