CRD: 309997
THE High NET Worth Advisory Group, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-05-2020
- Office Locations
- 1
Office Locations
About THE High NET Worth Advisory Group, LLC
High Net Worth Advisory Group is an independent fiduciary wealth manager in Naples, FL serving high-net-worth families with holistic financial planning and discretionary asset management. The firm builds client-centric portfolios balancing risk-adjusted growth, capital preservation, and multigenerational wealth transfer, and helps coordinate complex estate and legacy planning decisions. Provides 24/7 client access; custody includes Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOWARD JOSEPH JORDAN JR
Managing Member
- CRD
- #2694308
- Ownership
- 50% but less than 75%
DAVID TAYLOR MORGAN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #1631179
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KELSO KEITH HUFFMAN JR
Vice President
- CRD
- #1928074
Katherine Lauer
--
- CRD
- #7756544
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $821,610,957 | $763,579 |
| Non-Discretionary | $40,079,635 | $932,085 |
| Total | $861,690,592 | $770,054 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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