AdvisorCensus / Financial advisors / Florida / Cape Coral, FL / New firms
New investment advisory firms in Cape Coral, FL
2 investment advisory firms in Cape Coral, FL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
September 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Rothguard LLC | Lehigh Acres, FL | Exempt reporting adviser |
August 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Naples Wealth Advisors, LLC | Naples, FL | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Cape Coral, FL. https://advisorcensus.com/advisors/fl/cape-coral/new-firms https://advisorcensus.com/advisors/fl/cape-coral/new-firms