Naples Money Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 26–50 clients last fiscal year.
Naples Money Management reports 184 clients. They include 116 individual clients, 62 high-net-worth individuals and 5 charitable organizations. Of its assets, 99.7% ($164M across 478 accounts) are managed with discretion; $524K across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 39% |
| High-net-worth individuals | 34% | 60% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $64M | 38.9% | $552K |
| High-net-worth individuals | 62 | $98.7M | 60.0% | $1.59M |
| Pension and profit-sharing plans | Fewer than 5 | $430K | 0.3% | $430K |
| Charitable organizations | 5 | $1.24M | 0.8% | $248K |
| Total | 184 | $164M | 100% | — |
- Clients
- 116
- Regulatory AUM
- $64M
- AUM share
- 38.9%
- Avg. per client
- $552K
- Clients
- 62
- Regulatory AUM
- $98.7M
- AUM share
- 60.0%
- Avg. per client
- $1.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $430K
- AUM share
- 0.3%
- Avg. per client
- $430K
- Clients
- 5
- Regulatory AUM
- $1.24M
- AUM share
- 0.8%
- Avg. per client
- $248K
Total
- Clients
- 184
- Regulatory AUM
- $164M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Naples Money Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Mla Capital Partners LLC owns 75% or more of Naples Money Management and is in turn owned by Brian Bruneau (50–75%) and Richard Calhoun (50–75%). The leadership team of Naples Money Management includes Chief Compliance Officer Dawn Litchfield. It has 6 employees, 2 of them in advisory roles.
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Naples Money Management LLC
Mla Capital Partners LLC
Control person · since January 2026
- Owns 50% to 75% of Mla Capital Partners LLC
Brian Bruneau
Control person · since May 2024
- Owns 50% to 75% of Mla Capital Partners LLC
Richard Calhoun
Control person · since May 2024
- Owns 10% to 25% of Naples Money Management LLC
Marcus Bickle
since December 2022
Dawn Perniciaro Brown Living Trust
Interest filed in Dawn Litchfield · Trust · since December 2022
- Owns 75% or more of Dawn Perniciaro Brown Living Trust
Dawn Litchfield
since December 2022
Naples Money Management’s regulatory assets grew from $146M (March 2021) to $164M (April 2026); clients rose from 172 to 184 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $164M | 184 | 6 | 1 |
| Mar 2025March 2025 | $158M | 165 | 4 | 1 |
| Mar 2024March 2024 | $146M | 125 | 4 | 1 |
| May 2023May 2023 | $145M | 133 | 4 | 1 |
| Mar 2022March 2022 | $184M | 184 | 4 | 1 |
| Mar 2021March 2021 | $146M | 172 | 4 | 1 |
Besides its headquarters, Naples Money Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 10001 Tamiami Trail North, Suite 101, NaplesHQ
Other business names
Naples Money Management has reported 1 other business name to the SEC.
- The Naples Money Managers
Contact and registration details
- Legal name
- Naples Money Management LLC
- Headquarters
- 10001 Tamiami Trail North, Suite 101, Naples, FL 34108
- Website
- naplesmoneymanagers.com
- Phone
- 239-261-4800
- SEC file
- 801-71295
- Structure
- Florida LLC
- Fiscal year end
- December
Naples Money Management’s named custodians for separately managed accounts are Fidelity ($129M, 79%) and Jackson National Life Insurance ($34.7M, 21%). Naples Money Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Smithfield, RI · $129M79%
- Jackson National Life InsuranceJackson National Life Insurance · Lansing, MI · $34.7M21%
At year end, Naples Money Management’s separately managed accounts were mostly in stocks (51%) and funds (30%).
What the accounts hold
- Stocks51%
- Funds30%
- Cash10%
- Other10%
- Derivatives10%
How many clients does Naples Money Management have?
Naples Money Management has 184 clients and manages $164 million for them, as of April 2026. They include 116 individual clients, 62 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Naples Money Management offer?
Naples Money Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Naples Money Management use?
Naples Money Management’s separately managed account assets are held at National Financial Services LLC (Smithfield, RI), with $129M and Jackson National Life Insurance (Lansing, MI), with $34.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 April 2026
How many financial advisors does Naples Money Management have?
Naples Money Management has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Naples Money Management invest in?
At the end of its last fiscal year, Naples Money Management’s separately managed accounts held 51% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 10% derivatives and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Naples Money Management?
Naples Money Management is owned through a holding company by Brian Bruneau and Richard Calhoun. Its direct owners are Marcus Bickle (10% to 25%) and Mla Capital Partners LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Naples Money Management get paid?
Naples Money Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Naples Money Management?
Naples Money Management’s main office is at 10001 Tamiami Trail North, Suite 101, Naples, FL 34108. Its phone number is 239-261-4800. Its website is naplesmoneymanagers.com.
