{
  "crd_number": 282089,
  "slug": "zanetti-financial-llc-albuquerque-nm-282089",
  "primary_business_name": "ZANETTI FINANCIAL, LLC",
  "legal_name": "ZANETTI FINANCIAL, LLC",
  "dbas": [],
  "city": "Albuquerque",
  "state": "NM",
  "country": "United States",
  "cbsa_code": "10740",
  "metro": {
    "cbsa_code": "10740",
    "common_name": "Albuquerque",
    "msa_name": "Albuquerque, NM",
    "path": "/advisors/nm/albuquerque"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-18",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-06",
  "carried_forward": false,
  "raum_total": 809369167.0,
  "raum_discretionary": 809369167.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 647495334.0,
      "count": 1185
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 161873833.0,
      "count": 296
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NM"
  ],
  "websites": [
    "https://zanettifinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282089",
  "city_as_filed": "ALBUQUERQUE",
  "url": "https://advisorcensus.com/firm/zanetti-financial-llc-albuquerque-nm-282089",
  "display_name": "Zanetti Financial, LLC",
  "summary": "Zanetti Financial, LLC is an SEC-registered investment advisory firm in Albuquerque, NM, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 6, 2026.",
  "citation": "AdvisorCensus. Zanetti Financial, LLC (CRD 282089): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Zanetti Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Zanetti Financial, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Zanetti Financial, LLC located?",
      "a": "Zanetti Financial, LLC's principal office is in Albuquerque, NM, according to its Form ADV."
    },
    {
      "q": "Is Zanetti Financial, LLC registered with the SEC or a state?",
      "a": "Zanetti Financial, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282089."
    },
    {
      "q": "How much does Zanetti Financial, LLC manage?",
      "a": "Zanetti Financial, LLC reports $809,369,167 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Zanetti Financial, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Zanetti Financial, LLC: Regulatory assets under management: $135,000,000 in the October 2022 data and $809,369,167 in the October 2026 data, up 500%. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Zanetti Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,185); high net worth individuals (296)."
    },
    {
      "q": "Does Zanetti Financial, LLC report any disciplinary disclosures?",
      "a": "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/282089"
    },
    {
      "q": "What changed in Zanetti Financial, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $404,472,409 to $809,369,167 (+100%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 135000000.0,
      "total_employees": 1,
      "filing_date": "2022-08-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 215897023.0,
      "total_employees": 2,
      "filing_date": "2023-05-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 276399990.0,
      "total_employees": 2,
      "filing_date": "2024-02-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 404472409.0,
      "total_employees": 2,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 809369167.0,
      "total_employees": 2,
      "filing_date": "2026-04-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $404,472,409 to $809,369,167 (+100%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/zanetti-financial-llc-albuquerque-nm-282089.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1185,
      "fewer_than_5": false,
      "raum": 647495334.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 296,
      "fewer_than_5": false,
      "raum": 161873833.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282089",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}