NAPLES PRIVATE CAPITAL, LLC

Overview

Naples Private Capital, LLC is a newly formed limited liability company that is registered with the SEC in 2026 and identifies itself as a capital allocator. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Naples Private Capital does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists industry affiliations with another investment adviser, an accountant, and an insurance company, which suggests relationships for adviser sourcing, tax or accounting coordination, and insurance-related services. Classification in the source data is unclassified, and the firm is flagged as newly formed, so public operating history and product breadth are limited.

Assets & Accounts

Location & Offices