$164.4M Total AUM
$163.9M Disc. AUM
4.3% 3Y CAGR
6 Employees
184 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 04-06-2010
- Office Locations
- 1
Office Locations
10001 Tamiami Trail North Naples FL
About Naples Money Management LLC
Naples Money Management LLC is a Naples, FL RIA providing financial planning and discretionary portfolio management, with a dedicated annuity-management team that actively oversees investments held inside annuities. The firm emphasizes strategy-driven portfolio construction and asset allocation, using ETFs and public funds as core vehicles. Custody includes Fidelity/NFS.
Team overview
57 AVG AGE
$82.2M AVG AUM / ADVISOR
$893.4K AVG AUM / CLIENT
6.6 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Timber Meridian capital Ridge meridian Insight
Client Personas
Summit prime Unison north
Custodian
Element zenith Crest
Investment Themes
Harbor oak Prime Optima Peak legacy
Investment Vehicles
Legacy eagle
Services
Frontier signal Optima Unison Wave Unison glacier Beacon
Technology
Pathway ridge
Owner & Executives
M
MARCUS R BICKLE
Investment Advisor
- CRD
- #6329778
- Ownership
- 10% but less than 25%
(982) 352-9156
north.vertex@elementcapital.com
in linkedin.com/in/bridge-vital
BRIAN J BRUNEAU
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- --
- Ownership
- Less than 5%
(849) 844-3680
atlas.horizon@capitalcapital.com
in linkedin.com/in/crest-north
Q
Quantum crest
Catalyst capital
- CRD
- #17360
- Ownership
- 38.2%
(301) 564-1274
foundation.optima@embercapital.com
in linkedin.com/in/ember-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $163,869,230 | $342,823 |
| Non-Discretionary | $523,691 | $87,282 |
| Total | $164,392,921 | $339,655 |
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Separately Managed Accounts
Total SMA Asset: $164,392,921
Equity - Exchange:
24.3% Public Funds:
27.6% Cash:
39.1% Derivatives:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,102,866,240 | 24.3% |
| Public Funds | $2,388,440,667 | 27.6% |
| Cash | $3,383,624,279 | 39.1% |
| Derivatives | $778,839,348 | 9.0% |
| Total | $8,653,770,534 | 100.0% |
13F Holdings | Q3 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY VECTOR | QUANTUM CAPITAL | Q9H8HUZX4 | UOMVY | 8.70% | $75,877,040 |
| BEACON ALPHA FOCUS | FOUNDATION VALUE | U3QN5SPNX | KYV | 1.42% | $20,254,853 |
| RIDGE PATHWAY | HORIZON BEACON | YNM2IJCMW | DBTS | 0.89% | $22,158,357 |
| UNISON VALUE QUANTUM | TIMBER FOCUS | Y7OPEJO5I | IELXO | 8.30% | $118,904,376 |
| EAGLE TIMBER BRIDGE | GLACIER ELEMENT | 69BV467O8 | NCVCO | 10.10% | $27,685,318 |
| ATLAS UNISON | MATRIX DELTA | ZSE5XP7OP | WQJT | 3.18% | $89,917,404 |
| CATALYST EMBER | CATALYST GLACIER | LN3TSKZ7U | ENJM | 0.62% | $53,322,878 |
| SUMMIT MERIDIAN | FOUNDATION PEAK | 8GIAATO61 | PJX | 11.63% | $50,388,346 |