# Agnello Financial Group, Inc.

> Agnello Financial Group, Inc. is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 141522
- Filed as: AGNELLO FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141522
- AdvisorCensus page: https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522

## Quick answers

**How is Agnello Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Agnello Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Agnello Financial Group, Inc. located?**
Agnello Financial Group, Inc.'s principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Agnello Financial Group, Inc. registered with the SEC or a state?**
Agnello Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 141522.

**How much does Agnello Financial Group, Inc. manage?**
Agnello Financial Group, Inc. reports $378,642,582 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (0% discretionary).

**How have Agnello Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Agnello Financial Group, Inc.: Regulatory assets under management: $217,428,640 in the October 2021 data and $378,642,582 in the October 2026 data, up 74%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Agnello Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (56); charitable organizations (4).

**Which custodians does Agnello Financial Group, Inc. use?**
Agnello Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Agnello Financial Group, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141522

**Does Agnello Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "AFG will generally require you to deposit a minimum of $500,000 (cash or securities). However, under certain circumstances, AFG from time to time waives the minimum account size requirement and accepts accounts less than $500,000."

**What changed in Agnello Financial Group, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $328,660,652 to $378,642,582 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> AFG will generally require you to deposit a minimum of $500,000 (cash or securities). However, under certain circumstances, AFG from time to time waives the minimum account size requirement and accepts accounts less than $500,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $378,642,582
- Discretionary: $0
- Non-discretionary: $378,642,582

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $57,837,860 |
| High net worth individuals | 56 | $303,083,516 |
| Charitable organizations | 4 | $17,721,206 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, NC, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141522

### Websites listed on Form ADV (Item 1.I)
- agnello.com
- agnellofinancial.com
- agnellofinancial.net
- palmbeachfinancialadvisors.com
- Facebook @AgnelloFinancialGroup
- LinkedIn @agnello-financial-group-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $217,428,640 | 5 | March 9, 2021 |
| October 2022 | $271,852,303 | 4 | March 14, 2022 |
| October 2023 | $227,694,737 | 4 | February 1, 2023 |
| October 2024 | $280,869,708 | 5 | February 12, 2024 |
| October 2025 | $328,660,652 | 4 | March 6, 2025 |
| October 2026 | $378,642,582 | 4 | February 17, 2026 |

Regulatory assets under management: $217,428,640 in the October 2021 data and $378,642,582 in the October 2026 data, up 74%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $328,660,652 to $378,642,582 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agnello Financial Group, Inc. (CRD 141522): Form ADV filing data as of October 2026.