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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2011
- Office Locations
- 2
Office Locations
About Naples Global Advisors
Naples Global Advisors is a Florida-based RIA providing wealth management and financial planning for individuals and business owners, with a thoughtful, time-tested investment process. Portfolios emphasize diversified asset allocation built largely with ETFs and complemented by fixed income. Supports both retail and institutional relationships and commonly custodies at Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ISAAC EARL WILLIAM CODREY
Firm Principal, Investment Advisor Representative
- CRD
- #5528949
- Ownership
- 10% but less than 25%
GRZEGORZ STEFAN DEBSKI
Financial Advisor, Firm Principal, General Partner
- CRD
- #5394642
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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JUAN JOSE BOTERO
--
- CRD
- #8077983
JOHN KENT CHEESBOROUGH
Client Advisor
- CRD
- #5904674
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,952,620,473 | $1,261,383 |
| Non-Discretionary | $44,209,104 | $181,930 |
| Total | $1,996,829,577 | $1,114,924 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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