| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Evan Smith | President | Under 5% | 2020 |
| Paul Joseph McIntyre Control | Member & Chief Compliance Officer | 25-50% | 2004 |
| Susan Robin Riser Whitlock Control | Member & Chairperson | 50-75% | 2024 |
Naples Asset Management Co., LLC reports $312.3 million in regulatory assets under management on its Form ADV.
Naples Asset Management Co., LLC reports 16 employees.
Naples Asset Management Co., LLC is based in Mooresville, NC and has been SEC-registered since 2006.
Naples Asset Management Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 107 Kilson Drive, Suite 206, Mooresville, NC 28117 |
| Phone | (239) 593-5525 |
| Fax | (239) 593-9731 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $299.3M |
| Non-discretionary | $13M |
| Total (RAUM) | $312.3M |