Zanetti Financial provides portfolio management for individuals and small businesses.
Zanetti Financial reports 1,481 clients. They include 1,185 individual clients and 296 high-net-worth individuals. Of its assets, 100.0% ($809M across 1,481 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 80% |
| High-net-worth individuals | 20% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,185 | $647M | 80.0% | $546K |
| High-net-worth individuals | 296 | $162M | 20.0% | $547K |
| Total | 1,481 | $809M | 100% | $547K |
- Clients
- 1,185
- Regulatory AUM
- $647M
- AUM share
- 80.0%
- Avg. per client
- $546K
- Clients
- 296
- Regulatory AUM
- $162M
- AUM share
- 20.0%
- Avg. per client
- $547K
Total
- Clients
- 1,481
- Regulatory AUM
- $809M
- AUM share
- 100%
- Avg. per client
- $547K
- 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
- 0
Zanetti Financial is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Gregory Zanetti owns 75% or more of Zanetti Financial. It has 2 employees.
Leadership
Gregory ZanettiCCO/Managing Member
Walt BensonPartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Zanetti Financial, LLC
Gregory Zanetti
Control person · since October 2015
- Owns 10% to 25% of Zanetti Financial, LLC
Walt Benson
since August 2021
Zanetti Financial’s regulatory assets grew 6.0× from $135M (March 2022) to $809M (April 2026); clients rose from 455 to 1,481 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $809M | 1,481 | 2 | 1 |
| June 2025 | $404M | 938 | 2 | 1 |
| February 2024 | $276M | 712 | 2 | 1 |
| May 2023 | $216M | 763 | 2 | 1 |
| March 2022 | $135M | 455 | 1 | 1 |
Besides its headquarters, Zanetti Financial has 0 offices, with 1 listed address in New Mexico.
New Mexico · 1 listed address
- 5130 San Francisco RD Ne, Suite A, AlbuquerqueHQ
Contact and registration details
- Legal name
- Zanetti Financial, LLC
- Headquarters
- 5130 San Francisco RD Ne, Suite A, Albuquerque, NM 87109
- Website
- zanettifinancial.com
- Phone
- 505-250-3754
- SEC file
- 801-122424
- Structure
- New Mexico LLC
- Fiscal year end
- December
Zanetti Financial does not have custody of client assets.
At year end, Zanetti Financial’s separately managed accounts were mostly in stocks (75%) and bonds (20%).
What the accounts hold
- Stocks75%
- Bonds20%
- U.S. government and agency bonds15%
- Investment grade corporate bonds5%
- Cash5%
How many clients does Zanetti Financial have?
Zanetti Financial has 1,481 clients and manages $809 million for them, as of April 2026. They include 1,185 individual clients and 296 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Zanetti Financial offer?
Zanetti Financial provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Zanetti Financial have?
Zanetti Financial 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 Zanetti Financial invest in?
At the end of its last fiscal year, Zanetti Financial’s separately managed accounts held 75% exchange-traded equities, 15% U.S. government and agency bonds, 5% investment grade corporate bonds and 5% 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 Zanetti Financial?
Zanetti Financial’s direct owners are Gregory Zanetti (75% or more) and Walt Benson (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Zanetti Financial get paid?
Zanetti Financial is paid through a percentage of assets under management. 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 Zanetti Financial?
Zanetti Financial’s main office is at 5130 San Francisco RD Ne, Suite A, Albuquerque, NM 87109. Its phone number is 505-250-3754. Its website is zanettifinancial.com.