Antonelli Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Antonelli Financial Advisors reports 193 clients. They include 131 individual clients, 58 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($229M across 604 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 18% |
| High-net-worth individuals | 30% | 81% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 131 | $41.5M | 18.1% | $317K |
| High-net-worth individuals | 58 | $186M | 81.2% | $3.21M |
| Charitable organizations | Fewer than 5 | $545K | 0.2% | $272K |
| Corporations and other businesses | Fewer than 5 | $1.13M | 0.5% | $566K |
| Total | 193 | $229M | 100% | — |
- Clients
- 131
- Regulatory AUM
- $41.5M
- AUM share
- 18.1%
- Avg. per client
- $317K
- Clients
- 58
- Regulatory AUM
- $186M
- AUM share
- 81.2%
- Avg. per client
- $3.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $545K
- AUM share
- 0.2%
- Avg. per client
- $272K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.13M
- AUM share
- 0.5%
- Avg. per client
- $566K
Total
- Clients
- 193
- Regulatory AUM
- $229M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Antonelli Financial Advisors charges 0.20%–1.00% a year for its Investment Management and Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $150,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.60% |
| $5M–$10M | 0.50% |
| $10M and above | 0.20% |
Fee details and sources
Other fees
- Financial planning
- The standard fee for financial planning is $2,500 and is negotiable, due at the end of the engagement.
- Hourly planning services
- Limited-scope planning services are charged at an hourly rate of $200 to $400, based on complexity.
Suzanne Antonelli owns 75% or more of Antonelli Financial Advisors. It has 4 employees, 2 of them in advisory roles.
Leadership
Suzanne AntonelliCEO, CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Antonelli Financial Advisors, LLC
Suzanne Antonelli
Control person · since December 2016
Antonelli Financial Advisors’ regulatory assets grew 1.6× from $139M (May 2024) to $229M (June 2026); clients rose from 137 to 193 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $229M | 193 | 4 | 1 |
| March 2025 | $193M | 180 | 3 | 1 |
| May 2024 | $139M | 137 | 4 | 1 |
Besides its headquarters, Antonelli Financial Advisors has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 16824 Kercheval Place, Suite 202, Grosse PointeHQ
Contact and registration details
- Legal name
- Antonelli Financial Advisors, LLC
- Headquarters
- 16824 Kercheval Place, Suite 202, Grosse Pointe, MI 48230
- Website
- antonelliadvisors.com
- Phone
- 313-290-2602
- @antonelli-financial-advisors
- SEC file
- 801-129831
- Founded
- 2016
- Structure
- Michigan LLC
- Fiscal year end
- December
Antonelli Financial Advisors uses Fidelity ($198M, 86%) and Charles Schwab ($32.1M, 14%) as custodians for its separately managed accounts. Antonelli Financial Advisors has custody of $89.8M in client assets for 71 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $32.1M14%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $198M86%
At year end, Antonelli Financial Advisors’ separately managed accounts were mostly in stocks (67%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $146M across 53 positions; the largest are Vanguard Index Fds (16.7%), Invesco Qqq TR (13.0%) and iShares TR (9.7%).
What the accounts hold
- Stocks67%
- Exchange-traded equities46%
- Non-exchange-traded equities21%
- Funds31%
- Bonds1%
- Cash1%
Reported 13F holdings
- $146M
- Reported 13F value
- 53
- Positions
- 70.1%
- In the 10 largest
- +0.8%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF16.7%
- Invesco Qqq TR · Unit Ser 113.0%
- iShares TR · MSCI Eafe ETF9.7%
- Apple Inc.9.0%
- Vanguard Scottsdale Fds · Lg-term Cor BD5.0%
- Alphabet Inc. · Cap Stk CL C4.4%
- JPMORGAN Chase & CO3.5%
- iShares Inc. · MSCI Emrg Chn3.1%
- Amazon Com Inc.2.9%
- iShares TR · Core S&P500 ETF2.9%
Together, the ten largest are 70.1% of reported value.
How many clients does Antonelli Financial Advisors have?
Antonelli Financial Advisors has 193 clients and manages $229 million for them, as of June 2026. They include 131 individual clients, 58 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does Antonelli Financial Advisors offer?
Antonelli Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Antonelli Financial Advisors charge?
Antonelli Financial Advisors charges 0.20%–1.00% a year for its Investment Management and Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $150,000.
Source: ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS, filed 30 June 2026
Which custodians does Antonelli Financial Advisors use?
Antonelli Financial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $198M and Charles Schwab & Co., Inc. (San Francisco, CA), with $32.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does Antonelli Financial Advisors have?
Antonelli Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Antonelli Financial Advisors invest in?
At the end of its last fiscal year, Antonelli Financial Advisors’ separately managed accounts held 46% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 21% non-exchange-traded equities, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Antonelli Financial Advisors have a minimum investment?
Yes, Antonelli Financial Advisors’ minimum account size for its Investment Management and Advisory Services is $150K.
Source: ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS, filed 30 June 2026
Who owns Antonelli Financial Advisors?
Antonelli Financial Advisors’ direct owner is Suzanne Antonelli (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does Antonelli Financial Advisors get paid?
Antonelli Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Antonelli Financial Advisors registered with the SEC?
Yes, Antonelli Financial Advisors has been registered with the SEC as an investment adviser since 3 April 2024. Its CRD number is 286452 and its SEC file number is 801-129831.
Source: Form ADV Part 1A, Item 1, filed 30 June 2026; IAPD firm record
How do I contact Antonelli Financial Advisors?
Antonelli Financial Advisors’ main office is at 16824 Kercheval Place, Suite 202, Grosse Pointe, MI 48230. Its phone number is 313-290-2602. Its website is antonelliadvisors.com.