# Naples Money Management LLC

> Naples Money Management LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 153499
- Filed as: NAPLES MONEY MANAGEMENT LLC
- Also doing business as: THE NAPLES MONEY MANAGERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153499
- AdvisorCensus page: https://advisorcensus.com/firm/naples-money-management-llc-naples-fl-153499

## Quick answers

**How is Naples Money Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Naples Money Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Naples Money Management LLC located?**
Naples Money Management LLC's principal office is in Naples, FL, according to its Form ADV.

**Is Naples Money Management LLC registered with the SEC or a state?**
Naples Money Management LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153499.

**How much does Naples Money Management LLC manage?**
Naples Money Management LLC reports $164,392,921 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).

**How have Naples Money Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Naples Money Management LLC: Regulatory assets under management: $145,918,182 in the October 2021 data and $164,392,921 in the October 2026 data, up 13%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Naples Money Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (62); charitable organizations (5).

**Which custodians does Naples Money Management LLC use?**
Naples Money Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Jackson National Life Insurance and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Naples Money Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153499

**What changed in Naples Money Management LLC's recent Form ADV filings?**
In the May 2026 filing data: 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)

### Custodians (Schedule D, Section 5.K(3))
- Jackson National Life Insurance
- National Financial Services 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: $164,392,921
- Discretionary: $163,869,230
- Non-discretionary: $523,691

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $64,027,844 |
| High net worth individuals | 62 | $98,696,206 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $429,942 |
| Charitable organizations | 5 | $1,238,929 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [naplesmoneymanagers.com](https://naplesmoneymanagers.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $145,918,182 | 4 | September 16, 2021 |
| October 2022 | $183,626,814 | 4 | August 29, 2022 |
| October 2023 | $145,477,635 | 4 | May 2, 2023 |
| October 2024 | $145,726,176 | 4 | March 28, 2024 |
| October 2025 | $157,797,662 | 4 | March 31, 2025 |
| October 2026 | $164,392,921 | 6 | April 6, 2026 |

Regulatory assets under management: $145,918,182 in the October 2021 data and $164,392,921 in the October 2026 data, up 13%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Naples Money Management LLC (CRD 153499): Form ADV filing data as of October 2026.