# ADVISORS TRUST PLANNING AND INVESTMENT COMPANY

ADVISORS TRUST PLANNING AND INVESTMENT COMPANY of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 142282
- Type: SEC-registered investment adviser
- Location: 1185 IMMOKALEE ROAD, SUITE #120, NAPLES, FL, 34110
- Phone: 239-434-7500
- Latest filing: 2026-03-27
- Regulatory AUM: $15.6M
- Non-discretionary AUM: $15.6M
- Clients: 3
- Accounts: 3

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142282/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142282/similar
- Related entities: https://search.stillhousedata.com/firm/142282/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142282

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.