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ANTONELLI FINANCIAL ADVISORS, LLC
CRD 286452File 801-129831
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.