RIA Intel›Advisers›North Carolina›NAPLES ASSET MANAGEMENT CO., LLC

NAPLES ASSET MANAGEMENT CO., LLC

Advisory

N·MOORESVILLE, NC

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM
$312M
1-Year AUM Growth
0.0%
3-Year CAGR
+6.0%
Employees
16
Assets Under Management
Total AUM$312M
Discretionary AUM$299M
Non-Discretionary AUM$13M
Discretionary %95.8%
Total Clients291
Team
Total Employees16
Investment Advisers16
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record147
First FilingJun 19, 2006
Latest FilingFeb 5, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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