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- Custodian
- Ascensus · Empower · Interactive Brokers · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-15-2005
- Office Locations
- 4
Office Locations
About Namcoa
NAMCOA (Naples Asset Management Company, LLC) is an SEC-registered RIA providing portfolio management, financial and retirement planning, and fiduciary consulting for retirement plan sponsors, alongside insurance and income solutions (life, annuities, long-term care). The firm positions its fiduciary, risk-aware approach to help clients pursue plan objectives, legacy goals, and greater financial confidence through a nationwide advisor network.
Reported data analysis
What the numbers show
Between December 17, 2025 and June 3, 2026, reported AUM increased 29.5%, from $312.3M to $404.3M.
Across 5 reported observations, AUM increased 72.4% between December 1, 2022 and June 3, 2026, from $234.5M to $404.3M.
Of the latest reported AUM, 95.5% is discretionary and 4.5% is non-discretionary.
The firm reports 8 advisory representatives and 592 clients, or 74 clients per representative. That equates to $683.0K in reported AUM per client.
The profile lists 4 reported office locations and 21 years in operation. The source data was last updated on June 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Namcoa record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SUSAN ROBIN RISER WHITLOCK
Chairman, Investment Advisor Representative, Managing Partner
- CRD
- #5287262
- Ownership
- 50% but less than 75%
ERNEST JOHN C'DEBACA
Chief Compliance Officer
- CRD
- #5574701
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MICHAEL CORNELL
Partner
- CRD
- #7556340
Chip Detty
Investment Advisor Representative
- CRD
- #7532247
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,286,159 | $677,695 |
| Non-Discretionary | $18,043,825 | $1,288,845 |
| Total | $404,329,984 | $692,346 |
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Separately Managed Accounts
SMA allocation detail is available
Namcoa has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.