Antonetti Capital Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Antonetti Capital Management reports 141 clients. They include 103 individual clients, 34 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 96.0% ($124M across 308 accounts) are managed with discretion; $5.14M across 22 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 26% |
| High-net-worth individuals | 24% | 72% |
| Pension and profit-sharing plans | 1% | 1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $33.2M | 25.7% | $322K |
| High-net-worth individuals | 34 | $92.7M | 71.7% | $2.73M |
| Pension and profit-sharing plans | Fewer than 5 | $1.47M | 1.1% | $735K |
| Corporations and other businesses | Fewer than 5 | $2M | 1.5% | $1M |
| Total | 141 | $129M | 100% | — |
- Clients
- 103
- Regulatory AUM
- $33.2M
- AUM share
- 25.7%
- Avg. per client
- $322K
- Clients
- 34
- Regulatory AUM
- $92.7M
- AUM share
- 71.7%
- Avg. per client
- $2.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.47M
- AUM share
- 1.1%
- Avg. per client
- $735K
- Clients
- Fewer than 5
- Regulatory AUM
- $2M
- AUM share
- 1.5%
- Avg. per client
- $1M
Total
- Clients
- 141
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Antonetti Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed at $250 per hour.
Pat Antonetti, JR. Revocable Living Trust owns 75% or more of Antonetti Capital Management and is in turn owned by Pasquale Antonetti (75% or more). The leadership team of Antonetti Capital Management includes Chief Compliance Officer Pasquale Antonetti. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 soliciting firms
- Owns 75% or more of Antonetti Capital Management, LLC
Pat Antonetti, JR. Revocable Living Trust
Control person · since February 2020
- Owns 75% or more of Pat Antonetti, JR. Revocable Living Trust
Pasquale Antonetti
Control person · since June 2000
Antonetti Capital Management’s regulatory assets fell from $146M (March 2021) to $129M (February 2026); clients fell from 331 to 141 and employees from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $129M | 141 | 2 | 2 |
| Mar 2025March 2025 | $121M | 338 | 2 | 2 |
| Feb 2024February 2024 | $133M | 346 | 2 | 2 |
| Mar 2023March 2023 | $124M | 183 | 2 | 2 |
| Mar 2022March 2022 | $159M | 137 | 3 | 2 |
| Mar 2021March 2021 | $146M | 331 | 3 | 3 |
Besides its headquarters, Antonetti Capital Management has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 3200 Bailey Lane, Suite 155, NaplesHQ
- 721 First Avenue North, St. Petersburg
Contact and registration details
- Legal name
- Antonetti Capital Management, LLC
- Headquarters
- 3200 Bailey Lane, Suite 155, Naples, FL 34105
- Website
- antonetticapital.com
- Phone
- 239-403-0218
- SEC file
- 801-112669
- Structure
- Florida LLC
- Fiscal year end
- December
Antonetti Capital Management’s named custodians for separately managed accounts are Charles Schwab ($81.3M, 63%) and Fidelity ($48.1M, 37%). Antonetti Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $81.3M63%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $48.1M37%
At year end, Antonetti Capital Management’s separately managed accounts were largely in funds (41%) and stocks (31%).
What the accounts hold
- Stocks31%
- Funds41%
- Bonds25%
- Cash3%
How many clients does Antonetti Capital Management have?
Antonetti Capital Management has 141 clients and manages $129 million for them, as of February 2026. They include 103 individual clients, 34 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 February 2026
What services does Antonetti Capital Management offer?
Antonetti Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Antonetti Capital Management use?
Antonetti Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $81.3M and Fidelity Brokerage Services LLC (Smithfield, RI), with $48.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 February 2026
How many financial advisors does Antonetti Capital Management have?
Antonetti Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 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 Antonetti Capital Management invest in?
At the end of its last fiscal year, Antonetti Capital Management’s separately managed accounts held 41% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 25% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Antonetti Capital Management?
Antonetti Capital Management is owned through a trust by Pasquale Antonetti. Its direct owner is Pat Antonetti, JR. Revocable Living Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 February 2026
How does Antonetti Capital Management get paid?
Antonetti Capital Management 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
How do I contact Antonetti Capital Management?
Antonetti Capital Management’s main office is at 3200 Bailey Lane, Suite 155, Naples, FL 34105. Its phone number is 239-403-0218. Its website is antonetticapital.com.