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NAPLES GLOBAL ADVISORS, LLC - Florida Company Profile

Company Details

Entity Name: NAPLES GLOBAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

NAPLES GLOBAL ADVISORS, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 21 Jun 2011 (14 years ago)
Document Number: L11000072299
FEI/EIN Number 452589778

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 720 5TH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102, US
Mail Address: 720 5TH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102, US
ZIP code: 34102
County: Collier
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
0001582151 720 FIFTH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102 720 FIFTH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102 2397767900

Filings since 2025-04-10

Form type 13F-HR
File number 028-15686
Filing date 2025-04-10
Reporting date 2025-03-31
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Filings since 2025-01-29

Form type 13F-HR
File number 028-15686
Filing date 2025-01-29
Reporting date 2024-12-31
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Filings since 2024-10-24

Form type 13F-HR
File number 028-15686
Filing date 2024-10-24
Reporting date 2024-09-30
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Filings since 2024-08-23

Form type N-PX
File number 028-15686
Filing date 2024-08-23
Reporting date 2024-06-30
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Filings since 2024-07-18

Form type 13F-HR
File number 028-15686
Filing date 2024-07-18
Reporting date 2024-06-30
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Filings since 2024-04-29

Form type 13F-HR
File number 028-15686
Filing date 2024-04-29
Reporting date 2024-03-31
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Filings since 2024-01-11

Form type 13F-HR
File number 028-15686
Filing date 2024-01-11
Reporting date 2023-12-31
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Filings since 2023-10-16

Form type 13F-HR
File number 028-15686
Filing date 2023-10-16
Reporting date 2023-09-30
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Filings since 2023-07-17

Form type 13F-HR
File number 028-15686
Filing date 2023-07-17
Reporting date 2023-06-30
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Filings since 2023-04-17

Form type 13F-HR
File number 028-15686
Filing date 2023-04-17
Reporting date 2023-03-31
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Filings since 2023-04-17

Form type 13F-HR/A
File number 028-15686
Filing date 2023-04-17
Reporting date 2022-12-31
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Filings since 2023-01-20

Form type 13F-HR
File number 028-15686
Filing date 2023-01-20
Reporting date 2022-12-31
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Filings since 2022-10-20

Form type 13F-HR
File number 028-15686
Filing date 2022-10-20
Reporting date 2022-09-30
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Filings since 2022-08-11

Form type 13F-HR
File number 028-15686
Filing date 2022-08-11
Reporting date 2022-06-30
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Filings since 2022-04-28

Form type 13F-HR
File number 028-15686
Filing date 2022-04-28
Reporting date 2022-03-31
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Filings since 2022-02-04

Form type 13F-HR
File number 028-15686
Filing date 2022-02-04
Reporting date 2021-12-31
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Filings since 2021-10-29

Form type 13F-HR/A
File number 028-15686
Filing date 2021-10-29
Reporting date 2021-09-30
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Filings since 2021-10-25

Form type 13F-HR
File number 028-15686
Filing date 2021-10-25
Reporting date 2021-09-30
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Filings since 2021-08-06

Form type 13F-HR
File number 028-15686
Filing date 2021-08-06
Reporting date 2021-06-30
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Filings since 2021-05-10

Form type 13F-HR
File number 028-15686
Filing date 2021-05-10
Reporting date 2021-03-31
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Filings since 2021-02-08

Form type 13F-HR
File number 028-15686
Filing date 2021-02-08
Reporting date 2020-12-31
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Filings since 2020-10-26

Form type 13F-HR
File number 028-15686
Filing date 2020-10-26
Reporting date 2020-09-30
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Filings since 2020-08-04

Form type 13F-HR
File number 028-15686
Filing date 2020-08-04
Reporting date 2020-06-30
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Filings since 2020-04-27

Form type 13F-HR
File number 028-15686
Filing date 2020-04-27
Reporting date 2020-03-31
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Filings since 2020-02-05

Form type 13F-HR
File number 028-15686
Filing date 2020-02-05
Reporting date 2019-12-31
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Filings since 2019-10-28

Form type 13F-HR
File number 028-15686
Filing date 2019-10-28
Reporting date 2019-09-30
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Filings since 2019-07-10

Form type 13F-HR
File number 028-15686
Filing date 2019-07-10
Reporting date 2019-06-30
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Filings since 2019-04-29

Form type 13F-HR
File number 028-15686
Filing date 2019-04-29
Reporting date 2019-03-31
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Filings since 2019-02-01

Form type 13F-HR
File number 028-15686
Filing date 2019-02-01
Reporting date 2018-12-31
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Filings since 2018-11-13

Form type 13F-HR/A
File number 028-15686
Filing date 2018-11-13
Reporting date 2018-09-30
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Filings since 2018-11-13

Form type 13F-HR
File number 028-15686
Filing date 2018-11-13
Reporting date 2018-09-30
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Filings since 2018-07-23

Form type 13F-HR
File number 028-15686
Filing date 2018-07-23
Reporting date 2018-06-30
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Filings since 2018-04-17

Form type 13F-HR
File number 028-15686
Filing date 2018-04-17
Reporting date 2018-03-31
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Filings since 2018-01-19

Form type 13F-HR
File number 028-15686
Filing date 2018-01-19
Reporting date 2017-12-31
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Filings since 2017-10-16

Form type 13F-HR
File number 028-15686
Filing date 2017-10-16
Reporting date 2017-09-30
File View File

Filings since 2017-07-25

Form type 13F-HR
File number 028-15686
Filing date 2017-07-25
Reporting date 2017-06-30
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Filings since 2017-04-21

Form type 13F-HR
File number 028-15686
Filing date 2017-04-21
Reporting date 2017-03-31
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Filings since 2017-01-30

Form type 13F-HR
File number 028-15686
Filing date 2017-01-30
Reporting date 2016-12-31
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Filings since 2016-10-11

Form type 13F-HR
File number 028-15686
Filing date 2016-10-11
Reporting date 2016-09-30
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Filings since 2016-07-13

Form type 13F-HR
File number 028-15686
Filing date 2016-07-13
Reporting date 2016-06-30
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Filings since 2016-04-13

Form type 13F-HR
File number 028-15686
Filing date 2016-04-13
Reporting date 2016-03-31
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Filings since 2016-01-25

Form type 13F-HR
File number 028-15686
Filing date 2016-01-25
Reporting date 2015-12-31
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Filings since 2015-10-14

Form type 13F-HR
File number 028-15686
Filing date 2015-10-14
Reporting date 2015-09-30
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Filings since 2015-07-27

Form type 13F-HR
File number 028-15686
Filing date 2015-07-27
Reporting date 2015-06-30
File View File

Filings since 2015-04-15

Form type 13F-HR
File number 028-15686
Filing date 2015-04-15
Reporting date 2015-03-31
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Filings since 2015-01-22

Form type 13F-HR
File number 028-15686
Filing date 2015-01-22
Reporting date 2014-12-31
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Filings since 2014-10-16

Form type 13F-HR
File number 028-15686
Filing date 2014-10-16
Reporting date 2014-09-30
File View File

Filings since 2014-07-14

Form type 13F-HR
File number 028-15686
Filing date 2014-07-14
Reporting date 2014-06-30
File View File

Filings since 2014-04-07

Form type 13F-HR
File number 028-15686
Filing date 2014-04-07
Reporting date 2014-03-31
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Filings since 2014-01-16

Form type 13F-HR
File number 028-15686
Filing date 2014-01-16
Reporting date 2013-12-31
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 452589778 2024-04-03 NAPLES GLOBAL ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2024-04-03
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 452589778 2023-03-29 NAPLES GLOBAL ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2023-03-29
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 452589778 2022-04-06 NAPLES GLOBAL ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2022-04-06
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 452589778 2021-03-31 NAPLES GLOBAL ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2021-03-31
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 452589778 2020-04-09 NAPLES GLOBAL ADVISORS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2020-04-09
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2018 452589778 2019-03-15 NAPLES GLOBAL ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2019-03-15
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2017 452589778 2018-04-02 NAPLES GLOBAL ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2018-04-02
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2016 452589778 2017-05-03 NAPLES GLOBAL ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2017-05-03
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2015 452589778 2016-05-12 NAPLES GLOBAL ADVISORS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2016-05-12
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature
NAPLES GLOBAL ADVISORS, LLC 401 K PROFIT SHARING PLAN TRUST 2014 452589778 2015-05-21 NAPLES GLOBAL ADVISORS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 2397767900
Plan sponsor’s address 720 5TH AVENUE SOUTH STE 200, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2015-05-21
Name of individual signing MICHAEL MORRIS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MORRIS MICHAEL Manager 400 4TH AVENUE N, NAPLES, FL, 34102
SUDDETH JOHN Manager 1899 MISSION DRIVE, NAPLES, FL, 34109
MORRIS MICHAEL Agent 720 5TH AVENUE SOUTH, NAPLES, FL, 34102

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2012-01-05 720 5TH AVENUE SOUTH, SUITE 200, NAPLES, FL 34102 -
CHANGE OF MAILING ADDRESS 2012-01-05 720 5TH AVENUE SOUTH, SUITE 200, NAPLES, FL 34102 -
REGISTERED AGENT ADDRESS CHANGED 2012-01-05 720 5TH AVENUE SOUTH, SUITE 200, NAPLES, FL 34102 -

Documents

Name Date
ANNUAL REPORT 2025-02-05
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-07
ANNUAL REPORT 2016-01-25

Date of last update: 03 Apr 2025

Sources: Florida Department of State