Firm profile

AMUNI FINANCIAL, INC.

ST PETERSBURG, FLCRD 8365Latest ADV March 12, 2026

Amuni Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in St Petersburg, FL. Its latest Form ADV filing, dated March 12, 2026, reports $195M in regulatory assets under management, 21 employee, 1 office, and 454 accounts.

Assets Under Management
$195M
Employees
21
Offices
1 office
Total Clients
283
Primary office
ST PETERSBURG, FL
720 SECOND AVE S, ST PETERSBURG, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOMichael Cooper Petagna
CFOEmily Ruth Knighton

Advisory services offered

5 types reported
Educational seminars/workshops
Other advisory services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
223
2
HNWI
21.2%
60
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$195Mas of March 12, 2026
Discretionary18.4%
$36M
18% of total RAUM18.4%
Non-discretionary81.6%
$159M
82% of total RAUM81.6%
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.

Latest AUM$195M
Total Accounts454
10Y AUM Change+$86M (+79.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees21
Clients per Employee13:1
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.