Naples Global Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

158544

SEC number

801-72600

Firm type

RIA

Assets under management

$2.0B as of May 18, 2026

Website

www.verobeachglobaladvisors.com ↗

Phone

239-776-7900

Address

856 3rd Avenue South, Naples, FL, 34102

Advisors at this firm

16 in our index · page 1 of 1

• Juan Jose BoteroCRD 8077983 · Naples, FL
  IA Registered
• John Kent CheesboroughCRD 5904674 · Naples, FL
  IA RegisteredRegistration inactive
• Isaac Earl William CodreyCRD 5528949 · Naples, FL
  IA Registered
• James Christopher DavisCRD 2561108 · Vero Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Grzegorz Stefan DebskiCRD 5394642 · Naples, FL
  IA Registered
• Kerry Mcguire GeroyCRD 2021861 · Naples, FL
  IA Registered
• David Ward GriffisCRD 1964522 · Vero Beach, FL
  IA Registered
• Andrew Boyd HartlineCRD 4491798 · Vero Beach, FL
  IA RegisteredRegistration inactive
• Austin Kimball HerzerCRD 7619290 · Naples, FL
  IA Registered
• Michael H. MorrisCRD 4513473 · Naples, FL
  IA Registered
• Matthew OleksakCRD 6589178 · Naples, FL
  IA RegisteredRegistration inactive
• Sara Brittney PerkinsCRD 5928525 · Naples, FL
  IA Registered
• Thomas Wyatt RussoCRD 6952397 · Naples, FL
  IA RegisteredRegistration inactive
• John Mixon SuddethCRD 1653540 · Naples, FL
  IA Registered
• Henry Joseph VenkerCRD 8114662 · Vero Beach, FL
  IA Registered
• Kelly Kramer WalkerCRD 7229361 · Naples, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.