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AGNELLO FINANCIAL GROUP, INC.
CRD 141522File 801-109967
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$378.6M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $378.6M
Clients
173
465 accounts
Employees
4
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 13, 2017
- Principal office
- 712 NORTH OLIVE AVENUE, WEST PALM BEACH, FL, 33401-4015
- Phone
- 561-833-7080
- Website
- https://www.Agnello.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $378.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $378.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 465
- Total accounts
- 465
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $17.7M |
| High net worth individuals | 56 | $303.1M |
| Individuals (other than high net worth individuals) | 113 | $57.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 207 | 173 | decreased by34 |
| Mar 1, 2026 | AUM | $328,660,652 | $378,642,582 | increased by$49,981,930 |
| Mar 1, 2026 | Accounts | 464 | 465 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 198 | 207 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $271,852,303 | $328,660,652 | increased by$56,808,349 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 445 | 464 | increased by19 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 182 | 198 | increased by16 |
| Apr 1, 2022 | AUM | $217,428,640 | $271,852,303 | increased by$54,423,663 |
| Apr 1, 2022 | Accounts | 405 | 445 | increased by40 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AGNELLO FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AGNELLO FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.