WEST PALM BEACH, FLCRD 141522Latest ADV February 17, 2026
Agnello Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated February 17, 2026, reports $379M in regulatory assets under management, 4 employees, and 465 accounts.
Assets Under Management
$379M
Employees
4
Offices
--
Total Clients
173
Primary office
WEST PALM BEACH, FL
712 NORTH OLIVE AVENUE, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.3% of total clients.
Top client categories% of clientsClients
1
Individuals
65.3%
113
2
HNWI
32.4%
56
3
Charitable
2.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$379Mas of February 17, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$379M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$379M
Total Accounts465
10Y AUM Change+$261M (+220.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee43:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.