Naples Ventures Group

Naples Ventures Group

Naples Ventures Group operates as a registered investment advisor with an investment committee based in Naples, Florida, and a headquarters listed in Austin, Texas. The firm's website is shared with Vero Beach Global Advisors, a related RIA in Vero Beach, Florida, suggesting a coordinated multi-office structure under shared principals. The firm describes itself as fee-only, with client assets held by an unaffiliated third-party custodian. It explicitly avoids selling high-cost insurance products, annuities, or alternative investments, and states it has no products to sell. Its approach centers on individually-managed, custom-built portfolios driven by the firm's own independent research. The Naples Investment Committee is staffed by Greg Debski, Isaac Codrey, Kelly Walker, Kent Cheesborough, Austin Herzer, and Wyatt Russo — all CFA charterholders or CFP certificants — who oversee client portfolios. The firm also lists an Austin Herzer on the committee, likely tied to the Austin headquarters. No recent operational events are publicly available. Naples Ventures Group's structural differentiator is its fee-only, product-agnostic model — a contrast to many RIAs that also distribute proprietary products. Its investment committee, rather than a single CIO, makes decisions, and its close alignment with Vero Beach Global Advisors suggests a network of regional offices serving distinct but related client bases.