# NAPLES GLOBAL ADVISORS LLC

NAPLES GLOBAL ADVISORS LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 158544
- Type: SEC-registered investment adviser
- SEC file number: 801-72600
- Location: 856 3RD AVENUE SOUTH, STE. 200, NAPLES, FL, 34102
- Phone: 239-776-7900
- Latest filing: 2026-05-18
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $44.2M
- Clients: 20
- Accounts: 1,791

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| John Mixon Suddeth | CHIEF INVESTMENT OFFICER, MANAGING MEMBER | — |
| Michael H Morris | CEO/MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | — |
| Kerry Mcguire Geroy | CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL; FIRM PRINCIPAL | — |
| Grzegorz Stefan Debski | FIRM PRINCIPAL | — |
| Isaac Earl William Codrey | FIRM PRINCIPAL | — |
| Thomas Wyatt Russo | FIRM PRINCIPAL | — |
| Kelly Kramer Walker | CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL | — |
| Joel Francis Martineau | TRUSTEE, LIBERTY TRUST | — |
| SUDDETH JOHN MIXON | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, MANAGING MEMBER (+1 more) | — |
| MORRIS MICHAEL H | CEO/MANAGING MEMBER; CEO/ PRINCIPAL | — |
| GEROY SARAH MCGUIRE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, FIRM PRINCIPAL | — |
| FELTS NICOLE LYNN | CORPORATE OFFICER & FIRM PRINCIPAL; FIRM PRINCIPAL | — |
| DEBSKI GRZEGORZ STEFAN | FIRM PRINCIPAL | — |
| CODREY ISAAC EARL WILLIAM | FIRM PRINCIPAL | — |
| Michael H. Morris | CEO/MANAGING MEMBER; CHIEF EXECUTIVE OFFICER, MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158544/similar
- Related entities: https://search.stillhousedata.com/firm/158544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158544

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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.