# The Spinelli Group LLC

> The Spinelli Group LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 145515
- Filed as: THE SPINELLI GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Nevada
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145515
- AdvisorCensus page: https://advisorcensus.com/firm/the-spinelli-group-llc-145515

## Quick answers

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

**Is The Spinelli Group LLC registered with the SEC or a state?**
The Spinelli Group LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 145515.

**How much does The Spinelli Group LLC manage?**
The Spinelli Group LLC reports $3,286,616 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does The Spinelli Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does The Spinelli Group LLC 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/145515

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,286,616
- Discretionary: $3,286,616
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $3,286,616 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Spinelli Group LLC (CRD 145515): Form ADV filing data as of October 2026.