Vero Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Naples Global Advisors
Team
Firm-wide stats for Naples Global Advisors
Clients per advisor
17 Very LowAvg AUM per client
$6,780,889 Very HighHNW client ratio
88% Very HighAbout
Naples Global Advisors, LLC and its affiliate provide discretionary investment management to individuals (including high net worth clients), retirement accounts, corporations, trustees, and charitable organizations. The firm manages roughly $2 billion in client assets and charges asset-based advisory fees for portfolio management.
The investment approach is a global, multi-cap value orientation implemented through quantitative screening followed by fundamental analysis, with primary research conducted in-house at the portfolio manager level. Portfolios typically emphasize individual equities across capitalization ranges, complemented by core fixed income and cash equivalents, and are managed on a discretionary basis with ongoing monitoring.
The firm discloses and distributes performance information—providing quarterly reports that compare portfolio returns to relevant indexes—which the brochure highlights and which is less common among similar team firms. The brochure does not describe comprehensive financial planning services; instead it emphasizes an employee-owned structure, portfolio-manager-led research, and monthly Investment Committee oversight as distinguishing governance and process elements.
Based on Naples Global Advisors
Expertise
Based on Naples Global Advisors
Location
3003 Cardinal Drive, Ste E
Vero Beach FL 32963
Advisors at this office
4
Advisors at this office
Andrew H
CFA®, Series 63
Vero Beach, FL
Naples Global Advisors
Andrew Hartline is a CFA® charterholder with 24 years of industry experience. He is currently with Naples Global Advisors and has previously worked at Vero Beach Global Advisors and Northern Trust for a combined 17 years. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach with in-house fundamental research and manages portfolios emphasizing individual equities alongside fixed income and cash equivalents.
Henry V
Series 65
Vero Beach, FL
Naples Global Advisors
Henry Venker is a financial advisor at Naples Global Advisors in Vero Beach, FL, holding a Series 65 designation. He began his advisory career in 2025 after graduating from Indiana University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value strategies primarily using individual equities and diversified fixed-income. The firm serves clients with approximately $1 million or more in investable assets and operates with an employee-ownership structure.
David G
CFA®, Series 63
Vero Beach, FL
Naples Global Advisors
David Griffis is a CFA® charterholder with 10 years of industry experience, currently serving at Naples Global Advisors. He previously worked at Northern Trust from 2011 to 2017 before joining Vero Beach Global Advisors, where he has been since 2017. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process combining quantitative screening and fundamental analysis. The firm primarily manages portfolios with individual securities and serves clients with approximately $1 million in investable assets.
James D
CFP®, Series 63, Series 66
Vero Beach, FL
Naples Global Advisors
James Davis is a CFP® with 29 years of industry experience, currently serving at Naples Global Advisors in Vero Beach, FL. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm primarily manages portfolios with individual equities complemented by fixed-income strategies and maintains an employee-ownership structure.
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