Settanni Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Armonk, NY. Its latest Form ADV filing, dated April 21, 2026, reports $397M in regulatory assets under management, 4 employees, 1 office, and 457 accounts.
Assets Under Management
$397M
Employees
4
Offices
1 office
Total Clients
160
Primary office
ARMONK, NY
84 BUSINESS PARK DRIVE, SUITE 302, ARMONK, NY, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
105
2
HNWI
31.3%
50
3
Corporations
3.1%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$397Mas of April 21, 2026
Discretionary89.8%
$357M
90% of total RAUM89.8%
Non-discretionary10.2%
$40M
10% of total RAUM10.2%
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$397M
Total Accounts457
10Y AUM Change+$397M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee40:1
10Y Employee Change+1 (+33.3%)
* 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.