{"url":"https://nivawealth.com/firms/antonetti-capital-management-156551","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156551","regulatoryAum":129358714,"crd":"156551","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2338442","suffix":"JR","lastName":"ANTONETTI","firstName":"PASQUALE","middleName":"(NMN)"},{"crd":"844376","suffix":"JR","lastName":"JOHNSTON","firstName":"ROBERT","middleName":"WARD"}],"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":"2021-03-09","regulatoryAum":146407152,"clients":331,"employees":3,"offices":3},{"filedOn":"2022-03-23","regulatoryAum":159384988,"clients":137,"employees":3,"offices":2},{"filedOn":"2023-03-06","regulatoryAum":124006373,"clients":183,"employees":2,"offices":2},{"filedOn":"2024-02-29","regulatoryAum":133122212,"clients":346,"employees":2,"offices":2},{"filedOn":"2025-03-14","regulatoryAum":121363885,"clients":338,"employees":2,"offices":2},{"filedOn":"2026-02-23","regulatoryAum":129358714,"clients":141,"employees":2,"offices":2}],"secFileNumber":"801-112669","legalName":"Antonetti Capital Management, LLC","displayName":"Antonetti Capital Management","slug":"antonetti-capital-management-156551","website":"https://antonetticapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3200 Bailey Lane, Suite 155","city":"Naples","state":"FL","stateName":"Florida","country":"United States","postalCode":"34105"},"tradeNames":[],"registration":{"secApproved":"26 March 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":918894.0437956204,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":129358714,"discretionary":124217572,"discretionaryAccounts":308,"nonDiscretionary":5141142,"nonDiscretionaryAccounts":22,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":103,"regulatoryAum":33186147},{"label":"High-net-worth individuals","clients":34,"regulatoryAum":92702337},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":1470704},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":1999526}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"Financial planning is billed at $250 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011155","versionId":1011155,"submittedOn":"2026-02-23","documentName":"ACM AMENDED FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:17:51.612341+00:00","documents":[{"name":"ACM AMENDED FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011155","versionId":1011155,"submittedOn":"2026-02-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":81289230},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":48069484}],"custodyNote":"Antonetti Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Pasquale Antonetti","title":"Manager/Chief Compliance Officer","crd":"2338442"}],"ownership":[{"label":"Pat Antonetti, JR. Revocable Living Trust","detail":"Managing member in the 75% or more ownership band and a control person, since February 2020."},{"label":"Pasquale Antonetti","detail":"Indirect owner: a trustee of Pat Antonetti, JR. Revocable Living Trust in the 75% or more band and a control person, since June 2000.","parent":"Pat Antonetti, JR. Revocable Living Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"3200 Bailey Lane, Suite 155","city":"Naples","headquarters":true},{"street":"721 First Avenue North","city":"St. Petersburg"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"239-403-0218","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":31},{"label":"U.S. government/agency bonds","percent":25},{"label":"Securities issued by registered investment companies or business development companies","percent":41},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"23 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156551/PDF/156551.pdf","brochureDate":"23 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011155","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Antonetti Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Antonetti Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Antonetti Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Antonetti Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Antonetti Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Antonetti Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Antonetti Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Antonetti Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}