# THE HIGH NET WORTH ADVISORY GROUP, LLC

THE HIGH NET WORTH ADVISORY GROUP, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 309997
- Type: SEC-registered investment adviser
- SEC file number: 801-119234
- Location: 8880 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108
- Phone: 1-866-906-2325
- Latest filing: 2026-01-22
- Regulatory AUM: $861.7M
- Discretionary AUM: $821.6M
- Non-discretionary AUM: $40.1M
- Clients: 9
- Accounts: 1,119

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Taylor Morgan | MANAGING MEMBER/CCO | — |
| Howard Joseph Jordan | MANAGING MEMBER | — |
| JORDAN THOMAS JOSEPH | MANAGING MEMBER | — |
| MORGAN DAVID TAYLOR | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309997/similar
- Related entities: https://search.stillhousedata.com/firm/309997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309997

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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.