Overview

Assets Under Management: $129 million
Headquarters: NAPLES, FL
High-Net-Worth Clients: 34
Average Client Assets: $2.7 million

Frequently Asked Questions

ANTONETTI CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Yes. As an SEC-registered investment advisor (CRD #156551), ANTONETTI CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.

ANTONETTI CAPITAL MANAGEMENT, LLC is headquartered in NAPLES, FL.

ANTONETTI CAPITAL MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓

According to their SEC Form ADV, ANTONETTI CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓

ANTONETTI CAPITAL MANAGEMENT, LLC manages $129 million in client assets according to their SEC filing dated February 23, 2026.

According to their SEC Form ADV, ANTONETTI CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.66%
Average Client Assets: $2.7 million
Total Client Accounts: 330
Discretionary Accounts: 308
Non-Discretionary Accounts: 22

Regulatory Filings

CRD Number: 156551
Filing ID: 2051203
Last Filing Date: 2026-02-23 15:51:27