SourcingSourcing

THE HIGH NET WORTH ADVISORY GROUP, LLC

C30
CRD 309997·SEC 801-119234·NAPLES, FL
AUM
$861.7M
$500M-$1B
Est. Revenue
$8.6M
@ 1% on AUM
Est. EBITDA
$2.6M
@ 30% margin
Est. Deal Value
$20.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE HIGH NET WORTH ADVISORY GROUP, LLC
CRD
309997
SEC file #
801-119234
EIN
—
DBA names
—

Economics

AUM
$861.7M
AUM band
$500M-$1B
AUM trajectory
'21'26
$375.1M → $861.7M▲ +130%
Client mix
Individuals Other329
Individuals High Net Worth89
Corporations8

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
3 advisors → 5 advisors▲ +67%
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
facebook.com/highnetworthadvisory(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JORDAN, HOWARD, JOSEPH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JORDAN, HOWARD, JOSEPH
MORGAN, DAVID, TAYLOR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:highnet.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2694308
Trust Company Affiliate
No

People (6)

6
MORGAN, DAVID, TAYLOR
IAR · Direct Owner · 62.5%
1631179
JORDAN, HOWARD, JOSEPH
IAR · Direct Owner · 62.5%
2694308
Katherine Lauer
IAR
7756544
David Cash Morgan
IAR
7557464
CARLO MAGNO PARAS SANTOS-OCAMPO
IAR
6501705
KELSO KEITH HUFFMAN
IAR
1928074