← Directory
ANTONELLI FINANCIAL ADVISORS, LLC
CRD 286452File 801-129831
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$229.1M
Below cohort median (national)
Discretionary AUM
$229.1M
Clients
193
604 accounts
Employees
4
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 3, 2024
- Principal office
- 16824 KERCHEVAL PLACE, SUITE 202, GROSSE POINTE, MI, 48230
- Phone
- 313-290-2602
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $229.1M
- Discretionary AUM
- $229.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 604
- Non-discretionary accounts
- 0
- Total accounts
- 604
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| Charitable organizations | Fewer than 5 | $545K |
| High net worth individuals | 58 | $185.9M |
| Individuals (other than high net worth individuals) | 131 | $41.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 180 | 193 | increased by13 |
| Mar 1, 2026 | AUM | $193,000,052 | $229,098,462 | increased by$36,098,410 |
| Mar 1, 2026 | Accounts | 564 | 604 | increased by40 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANTONELLI FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANTONELLI 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.