# Namcoa

> Namcoa is an SEC-registered investment advisory firm in Mooresville, NC, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 133978
- Filed as: NAMCOA
- Legal name: Naples Asset Management Co., LLC
- Also doing business as: INFINITE WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mooresville, NC
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133978
- AdvisorCensus page: https://advisorcensus.com/firm/namcoa-mooresville-nc-133978

## Quick answers

**How is Namcoa compensated?**
On its Form ADV (Item 5.E, October 2026), Namcoa reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**What does Namcoa's brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 3, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Namcoa located?**
Namcoa's principal office is in Mooresville, NC, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Namcoa registered with the SEC or a state?**
Namcoa is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 133978.

**How much does Namcoa manage?**
Namcoa reports $404,329,984 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (96% discretionary).

**How have Namcoa's assets and staff changed since 2021?**
In the Form ADV data for Namcoa: Regulatory assets under management: $267,049,178 in the October 2021 data and $404,329,984 in the October 2026 data, up 51%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Namcoa serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (488); high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (44).

**Which custodians does Namcoa use?**
Namcoa's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust Company, Empower Financial Services, Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Namcoa report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission) and 11.C(2) (SEC or CFTC finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133978

**What changed in Namcoa's recent Form ADV filings?**
In the July 2026 filing data: No longer lists the business name My Alts Data. No longer lists the business name First Oregon. No longer lists the business name DST News. No longer lists the business name DST Investments. Employees performing advisory functions went from 12 to 8. Regulatory assets under management went from $361,784,079 to $404,329,984 (+12%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> NAMCOA®’s fees are negotiable, usually a maximum fee of 2% per annum will be charged for all assets.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Ascensus Trust Company
- Empower Financial Services, Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $404,329,984
- Discretionary: $386,286,159
- Non-discretionary: $18,043,825

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 488 | $105,109,577 |
| High net worth individuals | 51 | $24,341,337 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 44 | $236,117,736 |
| Charitable organizations | 1 | $38,761,334 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WV
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133978

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fort Myers, FL
- High Point, NC
- Hilliard,, OH
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- infinitewealthadvisors.com
- namcoa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $267,049,178 | 12 | September 16, 2021 |
| October 2022 | $234,515,154 | 13 | August 10, 2022 |
| October 2023 | $236,043,677 | 17 | September 12, 2023 |
| October 2024 | $277,669,058 | 17 | September 10, 2024 |
| October 2025 | $312,332,592 | 16 | July 31, 2025 |
| October 2026 | $404,329,984 | 11 | June 3, 2026 |

Regulatory assets under management: $267,049,178 in the October 2021 data and $404,329,984 in the October 2026 data, up 51%.
Total employees: 12 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- No longer lists the business name My Alts Data.
- No longer lists the business name First Oregon.
- No longer lists the business name DST News.
- No longer lists the business name DST Investments.
- Employees performing advisory functions went from 12 to 8.
- Regulatory assets under management went from $361,784,079 to $404,329,984 (+12%).
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $312,332,592 to $361,784,079 (+16%).
- Employees performing advisory functions went from 16 to 12.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- No longer lists the business name Infinity Financial, LLC.
- Added an office in Hilliard,, OH.
- No longer lists an office in Summerfield, FL.

### January 2026
- Registered or notice-filed in MA.

### December 2025
- Registered or notice-filed in NM.

### November 2025
- No longer lists an office in Snellville, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Namcoa (CRD 133978): Form ADV filing data as of October 2026.