Data / Investment advisers / North Carolina / Namcoa
Namcoa, Mooresville, NC: $404 million AUM, SEC registered investment adviser
Namcoa is an SEC registered investment adviser with its main office in Mooresville, North Carolina and reports $404 million in regulatory assets under management in its Form ADV filed June 3, 2026. Its clients include pension and profit sharing plans, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 133978
- SEC file number
- 801-66945
- SEC status
- Approved, effective July 5, 2006
- Legal name
- Naples Asset Management Co., LLC
- Main office
- 107 Kilson Drive Suite 206, Mooresville, NC 28117
- Phone
- (239) 593-5525
- Website
- infinitewealthadvisors.com
- Regulatory AUM
- $404,329,984 in the Form ADV filed June 3, 2026
- Discretionary AUM
- $386,286,159
- Non discretionary AUM
- $18,043,825
- Accounts
- 584
- Employees
- 11, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- June 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 44 | $236.1 million |
| Individuals (other than high net worth individuals) | 488 | $105.1 million |
| Charitable organizations | 1 | $38.8 million |
| High net worth individuals | 51 | $24.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $404.3 million | June 3, 2026 |
| March 2, 2026 | $361.8 million | February 20, 2026 |
| December 1, 2025 | $312.3 million | October 28, 2025 |
Other advisers in North Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Timonier | Winston Salem | $450.3 million | Not listed | adviserinfo.sec.gov |
| Collwick Funds GP, LLC | Charlotte | $439.6 million | 1 | adviserinfo.sec.gov |
| Advisorstrust Partners LLC | Raleigh | $435.3 million | Not listed | adviserinfo.sec.gov |
| Mauney-Pitt Financial Management, Inc. | Shelby | $418 million | Not listed | adviserinfo.sec.gov |
| Altamont Capital Management | Asheville | $412.3 million | Not listed | adviserinfo.sec.gov |
| Tilia Fiduciary Partners, Inc. | Wilmington | $403.7 million | Not listed | adviserinfo.sec.gov |
| H. L. Ormond & Company, LLC | Greenville | $401.4 million | Not listed | adviserinfo.sec.gov |
| Tar River Wealth Planning, LLC | Louisburg | $401.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Namcoa on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.