DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

NAPLES GLOBAL ADVISORS

NAPLES GLOBAL ADVISORS LLC, CRD 158544

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42e0bdc2-e03b-2f7f-a197-ac42f8c132f0

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 5
On other graphs: 0
Observed: Jan 30, 2012 to May 18, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,791
Individual clients: 34
High net worth clients: 252
Custody, client assets: $556M
SEC number: 801-72600
CIK: 1582151
CRD: 158544
Filings on the tape: 32
First filed: Jan 30, 2012
Latest filed: May 18, 2026
Organised: Limited Liability Company, FL
Website: verobeachglobaladvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN MIXON SUDDETH	Chartered Financial Analyst	NAPLES, FL	11	39	1	no
GRZEGORZ STEFAN DEBSKI	Chartered Financial Analyst	NAPLES, FL	11	13	n/a	no
MICHAEL H. MORRIS	n/a	NAPLES, FL	11	15	n/a	no
KERRY MCGUIRE GEROY	n/a	NAPLES, FL	10	15	n/a	no
ISAAC EARL WILLIAM CODREY	Chartered Financial Analyst	NAPLES, FL	9	17	1	no
ANDREW BOYD HARTLINE	Chartered Financial Analyst	VERO BEACH, FL	9	26	n/a	no
DAVID WARD GRIFFIS	Chartered Financial Analyst	VERO BEACH, FL	9	37	2	no
SARA BRITTNEY PERKINS	n/a	NAPLES, FL	8	14	n/a	no
KELLY KRAMER WALKER	Certified Financial Planner	NAPLES, FL	6	10	n/a	no
JOHN KENT CHEESBOROUGH	n/a	NAPLES, FL	5	15	n/a	no
AUSTIN KIMBALL HERZER	n/a	NAPLES, FL	3	13	n/a	no
JAMES CHRISTOPHER DAVIS	Certified Financial Planner	VERO BEACH, FL	3	30	5	no
Thomas Wyatt Russo	Chartered Financial Analyst	NAPLES, FL	3	15	n/a	no
JUAN JOSE BOTERO	n/a	NAPLES, FL	1	13	n/a	no
Henry Joseph Venker	n/a	NAPLES, FL \| Vero Beach, FL	1	12	n/a	no
Matthew Oleksak	Certified Financial Planner	NAPLES, FL	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEBSKI, GRZEGORZ, STEFAN	FIRM PRINCIPAL	B	yes	01/2020	May 18, 2026	May 18, 2026
MORRIS, MICHAEL, H.	CHIEF EXECUTIVE OFFICER, MANAGING MEMBER	B	yes	06/2011	May 18, 2026	May 18, 2026
SUDDETH, JOHN, MIXON	CHIEF INVESTMENT OFFICER, MANAGING MEMBER	B	yes	06/2011	May 18, 2026	May 18, 2026
WALKER, KELLY, KRAMER	CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL	A	yes	03/2025	May 18, 2026	May 18, 2026
CODREY, ISAAC, EARL WILLIAM	FIRM PRINCIPAL	B	no	01/2020	May 18, 2026	May 18, 2026
GEROY, KERRY, MCGUIRE	FIRM PRINCIPAL	A	no	12/2011	May 18, 2026	May 18, 2026
LIBERTY TRUST	PASSIVE OWNER	A	no	04/2017	May 18, 2026	May 18, 2026
Russo, Thomas, Wyatt	FIRM PRINCIPAL	B	no	01/2025	May 18, 2026	May 18, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
VERO BEACH	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$2.0B	$2.0B	20	11	1	n/a	n/a
2024	Mar 27, 2025	$1.7B	$1.6B	18	10	1	n/a	n/a
2023	Mar 29, 2024	$1.5B	$1.4B	18	10	1	n/a	n/a
2022	Mar 21, 2023	$1.2B	$1.2B	15	8	1	n/a	n/a
2021	Mar 23, 2022	$1.3B	$1.3B	14	7	1	n/a	n/a
2020	Mar 29, 2021	$901M	$869M	12	7	1	n/a	n/a
2019	Mar 26, 2020	$787M	$775M	12	7	1	n/a	n/a
2018	Mar 28, 2019	$597M	$584M	12	7	1	n/a	n/a
2017	Mar 26, 2018	$566M	$549M	11	7	1	n/a	n/a
2016	Feb 24, 2017	$424M	$411M	8	5	n/a	n/a	n/a
2015	Feb 4, 2016	$359M	$349M	7	4	n/a	n/a	n/a
2014	Mar 12, 2015	$362M	$349M	8	4	n/a	n/a	n/a
2013	Mar 3, 2014	$248M	$242M	6	3	n/a	n/a	n/a
2012	Jan 31, 2013	$159M	$156M	5	3	n/a	n/a	n/a
2011	Jan 30, 2012	$135M	$133M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.7B	20.7%	$1.2B	17.2%	20	18	1	1

Relationships

Registered with (20)

← Matthew OleksakAdvisorregistration: current employment
Jan 22, 2026 to presentfactForm ADV
← Henry Joseph VenkerAdvisorregistration: current employment
Jul 9, 2025 to presentfactForm ADV
← JUAN JOSE BOTEROAdvisorregistration: current employment
May 21, 2025 to presentfactForm ADV
← Thomas Wyatt RussoAdvisorregistration: current employment
Jun 13, 2023 to presentfactForm ADV
← JAMES CHRISTOPHER DAVISAdvisorregistration: current employment
May 12, 2023 to presentfactForm ADV
← AUSTIN KIMBALL HERZERAdvisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← JOHN KENT CHEESBOROUGHAdvisorregistration: current employment
Apr 30, 2021 to presentfactForm ADV
← KELLY KRAMER WALKERAdvisorregistration: current employment
Mar 5, 2020 to presentfactForm ADV
← SARA BRITTNEY PERKINSAdvisorregistration: current employment
Jun 4, 2018 to presentfactForm ADV
← DAVID WARD GRIFFISAdvisorregistration: current employment
Aug 9, 2017 to presentfactForm ADV
← ANDREW BOYD HARTLINEAdvisorregistration: current employment
Jul 31, 2017 to presentfactForm ADV
← ISAAC EARL WILLIAM CODREYAdvisorregistration: current employment
Feb 2, 2017 to presentfactForm ADV
← KERRY MCGUIRE GEROYAdvisorregistration: current employment
Jan 7, 2016 to presentfactForm ADV
← MICHAEL H. MORRISAdvisorregistration: current employment
Feb 19, 2015 to presentfactForm ADV
← GRZEGORZ STEFAN DEBSKIAdvisorregistration: current employment
Jan 28, 2015 to presentfactForm ADV
← JOHN MIXON SUDDETHAdvisorregistration: current employment
Nov 21, 2014 to presentfactForm ADV
← Kailey J GundersonAdvisorregistration: previous registration
Jun 7, 2024 to Jun 16, 2025factForm ADV
← Jason R RundorffAdvisorregistration: previous registration
Dec 21, 2018 to Jan 21, 2025factForm ADV
← Dominick Joseph VenderAdvisorregistration: previous registration
Dec 16, 2022 to Jan 3, 2023factForm ADV
← RYAN Michael GAVINAdvisorregistration: previous registration
Mar 1, 2018 to Aug 26, 2021factForm ADV

Controls (2)

← SUDDETH, JOHN, MIXONOwnerCHIEF INVESTMENT OFFICER, MANAGING MEMBER, ownership code C, individual
Jan 30, 2012 to Mar 29, 2024factForm ADV
← MORRIS, MICHAEL, H.OwnerCEO/MANAGING MEMBER, ownership code C, individual
Jan 30, 2012 to Mar 29, 2024factForm ADV

Owns (4)

← GEROY, KERRY, MCGUIREOwnerCHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL, ownership code B, individual
Jan 30, 2012 to Mar 29, 2024factForm ADV
← DEBSKI, GRZEGORZ, STEFANOwnerFIRM PRINCIPAL, ownership code B, individual
Mar 29, 2021 to Mar 29, 2024factForm ADV
← CODREY, ISAAC, EARL WILLIAMOwnerFIRM PRINCIPAL, ownership code B, individual
Mar 29, 2021 to Mar 29, 2024factForm ADV
← LIBERTY TRUSTOwnerPASSIVE OWNER, ownership code A, domestic entity
Mar 23, 2022 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
Kailey J Gunderson left Naples Global Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-05-07)
Form ADVobserved 4 days ago
Occurred
Jan 21, 2025
Advisor changed firm
Jason R Rundorff left Naples Global Advisors for Hbks Wealth Advisors (registered 2025-03-05)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Dominick Joseph Vender left Naples Global Advisors for Mycio Wealth Partners, Llc (registered 2024-03-14)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Naples Global Advisors reported RAUM $1.3B, up 47% from $901.4M (2021-11-05 to 2022-03-23)
Form ADVobserved 4 days ago
$421M
Occurred
Mar 26, 2020
Regulatory AUM changed
Naples Global Advisors reported RAUM $787.0M, up 32% from $596.9M (2019-03-28 to 2020-03-26)
Form ADVobserved 4 days ago
$190M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42e0bdc2-e03b-2f7f-a197-ac42f8c132f0
First observed: Jan 30, 2012
Last observed: May 18, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NAPLES GLOBAL ADVISORS

NAPLES GLOBAL ADVISORS LLC, CRD 158544

NAPLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:42e0bdc2-e03b-2f7f-a197-ac42f8c132f0

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN MIXON SUDDETH

Chartered Financial Analyst

NAPLES, FL

GRZEGORZ STEFAN DEBSKI

Chartered Financial Analyst

NAPLES, FL

n/a

MICHAEL H. MORRIS

n/a

NAPLES, FL

n/a

KERRY MCGUIRE GEROY

n/a

NAPLES, FL

n/a

ISAAC EARL WILLIAM CODREY

Chartered Financial Analyst

NAPLES, FL

ANDREW BOYD HARTLINE

Chartered Financial Analyst

VERO BEACH, FL

n/a

DAVID WARD GRIFFIS

Chartered Financial Analyst

VERO BEACH, FL

SARA BRITTNEY PERKINS

n/a

NAPLES, FL

n/a

KELLY KRAMER WALKER

Certified Financial Planner

NAPLES, FL

n/a

JOHN KENT CHEESBOROUGH

n/a

NAPLES, FL

n/a

AUSTIN KIMBALL HERZER

n/a

NAPLES, FL

n/a

JAMES CHRISTOPHER DAVIS

Certified Financial Planner

VERO BEACH, FL

Thomas Wyatt Russo

Chartered Financial Analyst

NAPLES, FL

n/a

JUAN JOSE BOTERO

n/a

NAPLES, FL

n/a

Henry Joseph Venker

n/a

NAPLES, FL | Vero Beach, FL

n/a

Matthew Oleksak

Certified Financial Planner

NAPLES, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEBSKI, GRZEGORZ, STEFAN

FIRM PRINCIPAL

yes

01/2020

May 18, 2026

MORRIS, MICHAEL, H.

CHIEF EXECUTIVE OFFICER, MANAGING MEMBER

yes

06/2011

May 18, 2026

SUDDETH, JOHN, MIXON

CHIEF INVESTMENT OFFICER, MANAGING MEMBER

yes

06/2011

May 18, 2026

WALKER, KELLY, KRAMER

CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL

yes

03/2025

May 18, 2026

CODREY, ISAAC, EARL WILLIAM

FIRM PRINCIPAL

01/2020

May 18, 2026

GEROY, KERRY, MCGUIRE

FIRM PRINCIPAL

12/2011

May 18, 2026

LIBERTY TRUST

PASSIVE OWNER

04/2017

May 18, 2026

Russo, Thomas, Wyatt

FIRM PRINCIPAL

01/2025

May 18, 2026

City

State

Country

Employees

Also broker-dealer

VERO BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$2.0B

n/a

2024

Mar 27, 2025

$1.7B

$1.6B

n/a

2023

Mar 29, 2024

$1.5B

$1.4B

n/a

2022

Mar 21, 2023

$1.2B

n/a

2021

Mar 23, 2022

$1.3B

n/a

2020

Mar 29, 2021

$901M

$869M

n/a

2019

Mar 26, 2020

$787M

$775M

n/a

2018

Mar 28, 2019

$597M

$584M

n/a

2017

Mar 26, 2018

$566M

$549M

n/a

2016

Feb 24, 2017

$424M

$411M

n/a

2015

Feb 4, 2016

$359M

$349M

n/a

2014

Mar 12, 2015

$362M

$349M

n/a

2013

Mar 3, 2014

$248M

$242M

n/a

2012

Jan 31, 2013

$159M

$156M

n/a

2011

Jan 30, 2012

$135M

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.7B

20.7%

$1.2B

17.2%