# Zanetti Financial, LLC

> 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.

- CRD: 282089
- Filed as: ZANETTI FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282089
- AdvisorCensus page: https://advisorcensus.com/firm/zanetti-financial-llc-albuquerque-nm-282089

## Quick answers

**How is Zanetti Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Zanetti Financial, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Zanetti Financial, LLC located?**
Zanetti Financial, LLC's principal office is in Albuquerque, NM, according to its Form ADV.

**Is Zanetti Financial, LLC registered with the SEC or a state?**
Zanetti Financial, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 282089.

**How much does Zanetti Financial, LLC manage?**
Zanetti Financial, LLC reports $809,369,167 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary).

**How have Zanetti Financial, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Zanetti Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,185); high net worth individuals (296).

**Does Zanetti Financial, 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/282089

**What changed in Zanetti Financial, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $404,472,409 to $809,369,167 (+100%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $809,369,167
- Discretionary: $809,369,167
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,185 | $647,495,334 |
| High net worth individuals | 296 | $161,873,833 |
| 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) | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- zanettifinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $135,000,000 | 1 | August 17, 2022 |
| October 2023 | $215,897,023 | 2 | May 30, 2023 |
| October 2024 | $276,399,990 | 2 | February 8, 2024 |
| October 2025 | $404,472,409 | 2 | June 26, 2025 |
| October 2026 | $809,369,167 | 2 | April 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $404,472,409 to $809,369,167 (+100%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Zanetti Financial, LLC (CRD 282089): Form ADV filing data as of October 2026.