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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 27, 2025 and May 18, 2026, reported AUM increased 20.7%, from $1.7B to $2.0B.
Across 5 reported observations, AUM increased 51.0% between November 30, 2022 and May 18, 2026, from $1.3B to $2.0B.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 11 advisory representatives and 306 clients, or 27.8 clients per representative. That equates to $6.5M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on May 18, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
Unlock allContacts
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
SMA allocation detail is available
Naples Global Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Naples Global Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.