Antonetti Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated February 23, 2026, reports $129M in regulatory assets under management, 2 employees, 1 office, and 330 accounts.
Assets Under Management
$129M
Employees
2
Offices
1 office
Total Clients
141
Primary office
NAPLES, FL
3200 BAILEY LANE, SUITE 155, NAPLES, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.0% of total clients.
Top client categories% of clientsClients
1
Individuals
73.0%
103
2
HNWI
24.1%
34
3
Pension Plans
1.4%
2
4
Corporations
1.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of February 23, 2026
Discretionary96.0%
$124M
96% of total RAUM96.0%
Non-discretionary4.0%
$5M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$129M
Total Accounts330
10Y AUM Change+$25M (+23.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee71:1
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.