Naples Money Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated April 6, 2026, reports $164M in regulatory assets under management, 6 employees, and 484 accounts.
Assets Under Management
$164M
Employees
6
Offices
--
Total Clients
184
Primary office
NAPLES, FL
10001 TAMIAMI TRAIL NORTH, SUITE 101, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
116
2
HNWI
33.7%
62
3
Charitable
2.7%
5
4
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of April 6, 2026
Discretionary99.7%
$164M
100% of total RAUM99.7%
Non-discretionary0.3%
$524K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$164M
Total Accounts484
10Y AUM Change+$49M (+43.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.