# Annapolitan Investment Group, Inc.

> Annapolitan Investment Group, Inc. is a state-registered investment advisory firm in Annapolis, MD, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated September 1, 2026.

- CRD: 132539
- Filed as: ANNAPOLITAN INVESTMENT GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132539
- AdvisorCensus page: https://advisorcensus.com/firm/annapolitan-investment-group-inc-annapolis-md-132539

## Quick answers

**How is Annapolitan Investment Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Annapolitan Investment Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Annapolitan Investment Group, Inc. located?**
Annapolitan Investment Group, Inc.'s principal office is in Annapolis, MD, according to its Form ADV.

**Is Annapolitan Investment Group, Inc. registered with the SEC or a state?**
Annapolitan Investment Group, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 132539.

**What types of clients does Annapolitan Investment Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Annapolitan Investment Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132539

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [raymondjames.com/annapolitaninvestmentgroup](https://raymondjames.com/annapolitaninvestmentgroup)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Annapolitan Investment Group, Inc. (CRD 132539): Form ADV filing data as of October 2026.