# Antonetti Capital Management, LLC

> Antonetti Capital Management, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 156551
- Filed as: ANTONETTI CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156551
- AdvisorCensus page: https://advisorcensus.com/firm/antonetti-capital-management-llc-naples-fl-156551

## Quick answers

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

**Where is Antonetti Capital Management, LLC located?**
Antonetti Capital Management, LLC's principal office is in Naples, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Antonetti Capital Management, LLC registered with the SEC or a state?**
Antonetti Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 156551.

**How much does Antonetti Capital Management, LLC manage?**
Antonetti Capital Management, LLC reports $129,358,714 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (96% discretionary).

**How have Antonetti Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Antonetti Capital Management, LLC: Regulatory assets under management: $146,407,152 in the October 2021 data and $129,358,714 in the October 2026 data, down 12%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Antonetti Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Antonetti Capital Management, LLC use?**
Antonetti Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Antonetti Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156551

**Does Antonetti Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Antonetti Capital Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in LA, NH.

## 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 23, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services 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: $129,358,714
- Discretionary: $124,217,572
- Non-discretionary: $5,141,142

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $33,186,147 |
| High net worth individuals | 34 | $92,702,337 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,470,704 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,999,526 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, NC, NY, OH, PA, SC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- St. Petersburg, FL

### Websites listed on Form ADV (Item 1.I)
- [antonetticapital.com](https://antonetticapital.com)
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $146,407,152 | 4 | August 30, 2021 |
| October 2022 | $159,384,988 | 2 | August 3, 2022 |
| October 2023 | $124,006,373 | 2 | March 6, 2023 |
| October 2024 | $133,122,212 | 2 | February 29, 2024 |
| October 2025 | $121,363,885 | 2 | March 14, 2025 |
| October 2026 | $129,358,714 | 2 | February 23, 2026 |

Regulatory assets under management: $146,407,152 in the October 2021 data and $129,358,714 in the October 2026 data, down 12%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in LA, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Antonetti Capital Management, LLC (CRD 156551): Form ADV filing data as of October 2026.