{"url":"https://nivawealth.com/firms/antonelli-financial-advisors-286452","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286452","regulatoryAum":229098462,"crd":"286452","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1635340","suffix":"CFP","lastName":"ANTONELLI","firstName":"SUZANNE","middleName":"MARIE"},{"crd":"7090874","suffix":null,"lastName":"Latsch","firstName":"Chelsei","middleName":"June"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-13","regulatoryAum":139349841,"clients":137,"employees":4,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":193000052,"clients":180,"employees":3,"offices":1},{"filedOn":"2026-06-30","regulatoryAum":229098462,"clients":193,"employees":4,"offices":1}],"secFileNumber":"801-129831","legalName":"Antonelli Financial Advisors, LLC","displayName":"Antonelli Financial 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SUPPLEMENTS"},{"role":"other","program":"Hourly planning services","summary":"Limited-scope planning services are charged at an hourly rate of $200 to $400, based on complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050253","versionId":1050253,"submittedOn":"2026-06-30","documentName":"ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:41:10.06104+00:00","documents":[{"name":"ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050253","versionId":1050253,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":32119451},{"name":"Fidelity Brokerage Services 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Antonelli Financial Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Antonelli Financial Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Antonelli Financial Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Antonelli Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Antonelli Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Antonelli Financial Advisors have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Antonelli Financial Advisors?","answer":"Antonelli Financial Advisors’ direct owner is Suzanne Antonelli (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Antonelli Financial Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Antonelli Financial Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Antonelli Financial Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/antonelli-financial-advisors-286452/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2055364/000205536426000006/0002055364-26-000006-index.html","totalValue":145837000,"positionCount":53,"top10Share":0.7012897961422684,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":24302000,"shares":111515,"shareType":"SH","priorValue":28422000,"priorShares":144864},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":19001000,"shares":25803,"shareType":"SH","priorValue":21258000,"priorShares":36830},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}