NAPLES GLOBAL ADVISORS LLC

Legal name: NAPLES GLOBAL ADVISORS

CRD #158544 SEC #801-72600 NAPLES, FL 239-776-7900

SEC Registered

Total AUM

$1.7B

Discretionary

$1.6B

Employees

Clients

Accounts

1,688

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER	NA
WALKER, KELLY, KRAMER	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	NA	Control
WALKER, KELLY, KRAMER	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	NA	Control
NAPLES GLOBAL ADVISORS LLC	DE	MICHAEL MORRIS SHAREHOLDER, JOHN SUDDETH SHAREHOLDER	E	Control
MORRIS, MICHAEL, H.	I	CEO/ PRINCIPAL	D	Control
MORRIS, MICHAEL, H.	I	CEO/ PRINCIPAL	D	Control
MORRIS, MICHAEL, H.	I	CEO/ PRINCIPAL	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	D	Control
SUDDETH, JOHN, MIXON	I	CIO/ CHIEF COMPLIANCE OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CIO/ CHIEF COMPLIANCE OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CIO/ CHIEF COMPLIANCE OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER	D	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
MORRIS, MICHAEL, H.	I	CEO/MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
SUDDETH, JOHN, MIXON	I	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	C	Control
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
CODREY, ISAAC, EARL WILLIAM	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
DEBSKI, GRZEGORZ, STEFAN	I	FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	FIRM PRINCIPAL	B
GEROY, KERRY, MCGUIRE	I	FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	B
MORRIS, MICHAEL, H.	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	B	Control
MORRIS, MICHAEL, H.	I	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	B	Control
FELTS, NICOLE, LYNN	I	FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	CORPORATE OFFICER & FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	CORPORATE OFFICER & FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	FIRM PRINCIPAL	A
FELTS, NICOLE, LYNN	I	FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
GEROY, SARAH, MCGUIRE	I	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
LIBERTY TRUST	DE	PASSIVE OWNER	A
Martineau, Joel, Francis	I	TRUSTEE, LIBERTY TRUST	A
Russo, Thomas, Wyatt	I	FIRM PRINCIPAL	A
Russo, Thomas, Wyatt	I	FIRM PRINCIPAL	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A
SUNDANCE FAMILY TRUST	DE	PASSIVE OWNER	A

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (12)

FL GA IL LA MA NC NH OH TN TX VA WV

Address

720 5TH AVENUE SOUTH
STE. 200
NAPLES, FL 34102
United States

Phone: 239-776-7900